Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $155,553 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $41,931 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $14,908 |
19 funds of $250K or more; 11 lines in all, holding $73.6M of the plan's $74.6M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: BlackRock LifePath Index, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $35.1M | 47.7% |
| Maturity Value Cost Value Mutual Funds Fidelity 500 Index Fidelity (FMR) · Mutual fund Index | $15.1M | 20.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.5M | 14.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 3.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.5% |
| MetLife GAC Series 25053 Class Zero MetLife · Collective trust | $1.3M | 1.8% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 1.8% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 1.7% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 1.7% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMaturity Value Cost Value Mutual Funds Fidelity 500 Index | $15.1M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.