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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,398 |
11 funds of $250K or more; 17 lines in all, holding $8.2M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $2.0M | 23.9% |
| Mid Atlantic Trust Fund TIAA (Nuveen) · Collective trust Index | $1.8M | 21.5% |
| Mid Atlantic Trust Fund Tiaa-Cref Large-Cap Value Index Instl TIAA (Nuveen) · Collective trust Index | $791K | 9.6% |
| Mid Atlantic Trust Company Capital Group · Collective trust | $631K | 7.7% |
| value Mid Atlantic Trust Fund Reliance - MetLi Manager not matched · Collective trust | $600K | 7.3% |
| Mid Atlantic Trust Fund BlackRock · Collective trust Index | $508K | 6.2% |
| + Mid Atlantic Trust Fund IShares MSCI Total Intl Index K BlackRock · Collective trust Index | $477K | 5.8% |
| Vanguard Mid-Cap Growth Index Fund Mid Atlantic Trust Company Admiral Shares Vanguard · Collective trust Index | $309K | 3.8% |
| Vanguard Mid-Cap Value Index Admiral Vanguard · Collective trust Index | $281K | 3.4% |
| Mid Atlantic Trust Fund DFA Inflation-Protected Securities Dimensional · Collective trust | $245K | 3.0% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Droppedmaturity value Mid Atlantic Trust Fund Relia | $910K |
| Addedvalue Mid Atlantic Trust Fund Reliance - MetLi | $600K |
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.