Tim Perrotta signed Paychex , Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paychex , Inc.'s EIN is 16-1124166.
Download the official 2024 Form 5500 (PDF) for Paychex , Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paychex , Inc.'s plan includes profit-sharing, a 401(k) feature, an ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $712K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $342.8M | 15.2% | |
| JPM LG CP GRTH CF-A JP MORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $249.7M | 11.1% | |
| Paychex, Inc. Common Stock | Common Stocks | — | — | $231.0M | 10.2% | |
| TRP RET HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $115.6M | 5.1% | |
| TRP RET HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $114.7M | 5.1% | |
| TRP RET HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $102.3M | 4.5% | |
| TRP RET HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $102.3M | 4.5% | |
| TRP RET HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $97.5M | 4.3% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $87.8M | 3.9% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $85.7M | 3.8% | |
| Columbia Trust Dividend Income Fund Institutional 300 | Other securities | — | — | $76.9M | 3.4% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $76.9M | 3.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $73.0M | 3.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $68.6M | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $67.1M | 3.0% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 35-6785642 / PN 001 | Common Collective Trust | — | — | $65.8M | 2.9% | |
| TRP RET HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $65.4M | 2.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $49.5M | 2.2% | |
| Glenmede Small-Cap Equity Portfolio Fund | Other securities | — | — | $44.7M | 2.0% | |
| TRP RET HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $43.7M | 1.9% | |
| TRP RET HYB 2060 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $33.1M | 1.5% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $32.7M | 1.4% | |
| Participant loans | Participant loans | — | — | $29.0M | 1.3% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $18.7M | 0.8% | |
| Vanguard Short-Term Bond Index Fund Class IS | Common Collective Trusts | — | — | $16.8M | 0.7% | |
| TRP RET HYB 2020 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $16.5M | 0.7% | |
| TRP RET HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $8.5M | 0.4% | |
| GENWORTH LIFE AND ANNUITY GROUP VA GENWORTH LIFE AND ANNUITY INS. CO. · EIN 54-0283385 / PN 000 | Pooled Separate Account | — | — | $4.5M | 0.2% | |
| TRP RET HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $3.9M | 0.2% | |
| TRP RET HYB 2005 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $3.5M | 0.2% | |
| TRP RET HYB 2010 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| HARB CAP APPR CIT 4 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
