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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBERT W. BAIRD & CO. Service code 26 · EIN 39-6037917 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Advisory (Participants) | $22,685 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,586 |
9 funds of $250K or more; 13 lines in all, holding $6.5M of the plan's $6.7M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.3M | 66.9% |
| Value of Interest in Registered Investment Companies: iShares S&P 500 Index Fund BlackRock · ETF Index | $1.4M | 21.8% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $301K | 4.6% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $170K | 2.6% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $70K | 1.1% |
| Nuveen Large Cap Value Index Fund TIAA (Nuveen) · Mutual fund Index | $61K | 0.9% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund Index | $58K | 0.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $33K | 0.5% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $18K | 0.3% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $9K | 0.1% |
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.
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.