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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 | $12,197 |
Service code 27 | Advisory (Plan) | $7,477 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $6,298 |
1 fund of $250K or more; 20 lines in all, holding $1.2M of the plan's $1.2M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Hermes U.S. Treasury Cash Reserves Federated Hermes · Money market | $260K | 21.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $209K | 17.5% |
| Massachusetts Investors Growth Stock Fund MFS (Sun Life) · Mutual fund | $122K | 10.2% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $72K | 6.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $68K | 5.7% |
| Schwab Treasury Inflation Protected Securities Index Fund Charles Schwab · Mutual fund Index | $62K | 5.2% |
| Vanguard Growth and Income Fund Vanguard · Mutual fund | $57K | 4.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $55K | 4.6% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $46K | 3.9% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $40K | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.