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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,774 |
9 funds of $250K or more; 14 lines in all, holding $5.8M of the plan's $6.4M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: BlackRock LifePath, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $5.0M | 84.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $380K | 6.5% |
| Harbor Capital Appreciation Fund Retirement Class Harbor Capital · Mutual fund | $98K | 1.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $82K | 1.4% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $80K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $78K | 1.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $56K | 1.0% |
| Fully benefit-responsive investment contracts: Standard Stable Asset Fund II Manager not matched · Insurance contract | $33K | 0.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $31K | 0.5% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $23K | 0.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.