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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 | $17,556 |
9 funds of $250K or more; 58 lines in all, holding $8.4M of the plan's $8.7M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: T. Rowe Price Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $5.2M | 61.7% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $1.2M | 14.8% |
| Fidelity Government Cash Reserves Fidelity (FMR) · Money market | $256K | 3.0% |
| Nyli Winslow Large Cap Growth Fund Class I TIAA (Nuveen) · Mutual fund | $205K | 2.4% |
| Vanguard Consumer Discretionary Index Fund Admiral Shares Vanguard · Mutual fund Index | $164K | 1.9% |
| Defense and Aerospace Portfolio Fidelity (FMR) · Mutual fund | $158K | 1.9% |
| John Hancock Funds III U.S. Growth Fund - Class I John Hancock (Manulife) · Mutual fund | $91K | 1.1% |
| Janus Henderson Global Technology and Innovation Fund Class T Janus Henderson · Mutual fund Possible retail class T | $74K | 0.9% |
| Janus Henderson Global Life Sciences Fund Class I Janus Henderson · Mutual fund | $68K | 0.8% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $62K | 0.7% |
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.