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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $12,307 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,588 |
3 funds of $250K or more; 10 lines in all, holding $2.3M of the plan's $2.6M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.4M | 62.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $344K | 15.1% |
| AMG TimesSquare Mid Cap Growth Manager not matched · Other | $121K | 5.3% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $99K | 4.3% |
| US Small Cap Value Manager not matched · Other | $94K | 4.1% |
| Pgim Jennison International Opportunities Prudential (PGIM) · Other | $75K | 3.3% |
| Principal MidCap Fund Principal · Mutual fund | $71K | 3.1% |
| Pgim Jennison Global Opportunities Prudential (PGIM) · Other | $42K | 1.9% |
| Pgim High Yield Prudential (PGIM) · Other | $7K | 0.3% |
| Bond Fund OF America Capital Group · Mutual fund | $6K | 0.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund | $344K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.