Filings through .
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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 | $18,427 |
Service code 27 | Advisory (Plan) | $12,673 |
10 funds of $250K or more; 22 lines in all, holding $7.2M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: BlackRock LifePath, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $2.5M | 34.7% |
| BlackRock LifePath Dynamic Retirement Fund Class K BlackRock · Mutual fund Possible retail class A | $1.7M | 24.0% |
| American Funds Capital Group · Mutual fund | $728K | 10.1% |
| American Funds Fundamental Investor R6 Capital Group · Mutual fund | $565K | 7.8% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $442K | 6.1% |
| MFS Blended Research Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $313K | 4.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $257K | 3.6% |
| Equity Income Fund R6 Class American Century · Mutual fund Possible retail class A | $234K | 3.3% |
| Growth Fund R6 Class American Century · Mutual fund Possible retail class A | $105K | 1.5% |
| Clearbridge Mid Cap I Franklin Templeton · Other | $86K | 1.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.