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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,552 |
1 fund of $250K or more; 18 lines in all, holding $1.6M of the plan's $1.6M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $1.4M | 87.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $42K | 2.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $38K | 2.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $32K | 2.1% |
| maturing through July 2029 Manager not matched · Other | $21K | 1.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $18K | 1.2% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $12K | 0.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $11K | 0.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | 0.5% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $7K | 0.4% |
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.
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.