Filings through .
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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 | $8,990 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $8,380 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 99-2772395 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $6,128 |
3 funds of $250K or more; 23 lines in all, holding $2.9M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $1.8M | 64.4% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $372K | 13.0% |
| iShares Russell 2000 Small-Cap Index Fund Institutional BlackRock · ETF Index | $126K | 4.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $84K | 3.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $74K | 2.6% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund | $72K | 2.5% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $71K | 2.5% |
| State Street Institutional U.S. Government Money Market Fund Institutional Class State Street (SSgA) · Money market | $44K | 1.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $27K | 1.0% |
| Real Estate Securities Fund Institutional Class Principal · Mutual fund | $24K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.