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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,086 |
2 funds of $250K or more; 6 lines in all, holding $1.4M of the plan's $1.4M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: SSgA Target Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $1.2M | 85.9% |
| N/R State Street Global Advisors 500 Index Fund State Street (SSgA) · Mutual fund Index | $71K | 5.0% |
| N/R Participants Loans Manager not matched · Other | $62K | 4.4% |
| N/R Vanguard Small-Cap Growth Index Fund Admiral Shares N/R Vanguard · Mutual fund Index | $50K | 3.6% |
| N/R MetLife Svgc SE MetLife · Other | $8K | 0.6% |
| N/R State Street Global Advisors Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $8K | 0.5% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundSSgA Target Retirement 2055 Trust to SSgA Target Retirement 2055 Fund | $952K to $1.2M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.