Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISORY PLAN | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| " Balanced Index Adm - | Other securities | — | — | $513K | 16.7% | |
| " Lifecycle Index 2035 R6 - | Other securities | — | — | $481K | 15.7% | |
| " Lifecycle Index 2030 R6 - | Other securities | — | — | $321K | 10.5% | |
| " Lifecycle Index 2040 R6 - | Other securities | — | — | $299K | 9.8% | |
| " Lifecycle Index 2050 R6 - | Other securities | — | — | $172K | 5.6% | |
| " Lifecycle Index 2045 R6 - | Other securities | — | — | $169K | 5.5% | |
| " Lifecycle Index Ret Inc R6 - | Common Stocks | — | — | $162K | 5.3% | |
| Vanguard Small Cap Index Adm - | Mutual Funds | — | — | $131K | 4.3% | |
| Nuveen Lifecycle Index 2025 R6 - | Mutual Funds | — | — | $130K | 4.3% | |
| " S&P 500 Index K - | Common Collective Trusts | — | — | $110K | 3.6% | |
| " Lifecycle Index 2060 R6 - | Other securities | — | — | $75K | 2.4% | |
| " Lifecycle Index 2055 R6 - | Other securities | — | — | $57K | 1.9% | |
| iShares Russell Mid-Cap Index K - | Other securities | — | — | $56K | 1.8% | |
| " Short-Term Corp Bd Idx Admiral - 148 " Growth Index Admiral - | Common Collective Trusts | — | — | $45K | 1.5% | |
| " Value Index Adm - | Other securities | — | — | $44K | 1.4% | |
| " Interm-Term Bond Index Adm - | Other securities | — | — | $39K | 1.3% | |
| " Mid-Cap Growth Index Admiral - | Other securities | — | — | $34K | 1.1% | |
| BlackRock Liquity Funds - FedFund - | Other securities | — | — | $28K | 0.9% | |
| " Mid-Cap Value Index Admiral - | Other securities | — | — | $21K | 0.7% | |
| " Mid-Cap Index Admiral - | Other securities | — | — | $20K | 0.7% | |
| " Dividend Appreciation Index Adm - 393 " Emerging Mkts Stock Idx Adm - | Common Collective Trusts | — | — | $20K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
