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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $46,852 |
Service code 15 | Recordkeeping | $26,346 |
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $3,868 |
12 funds of $250K or more; 20 lines in all, holding $21.7M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $16.8M | 77.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.7M | 8.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $552K | 2.5% |
| Janus Henderson Global Technology and Innovation Fund Janus Henderson · Mutual fund | $533K | 2.4% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $442K | 2.0% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $231K | 1.1% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $196K | 0.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $194K | 0.9% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $162K | 0.7% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $148K | 0.7% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBrandywine Global High Yield Fund to Janus Henderson Global Technology and Innovation Fund | $1.1M to $533K |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.