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 | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2040 Registered Investment Company | Other securities | — | — | $710K | 15.9% | |
| TIAA-CREF Lifecycle Index 2045 Registered Investment Company | Other securities | — | — | $479K | 10.8% | |
| TIAA-CREF Lifecycle Index 2055 Registered Investment Company | Other securities | — | — | $291K | 6.5% | |
| TIAA-CREF Lifecycle Index 2010 Registered Investment Company ** 194 TIAA-CREF Lifecycle Index 2060 Registered Investment Company | Other securities | — | — | $271K | 6.1% | |
| Vanguard Mid-Cap Index Registered Investment Company | Other securities | — | — | $257K | 5.8% | |
| TIAA-CREF Lifecycle Index 2050 Registered Investment Company | Other securities | — | — | $243K | 5.5% | |
| Schwab S&P 500 Index Registered Investment Company | Other securities | — | — | $228K | 5.1% | |
| Notes Receivable from Participants Maturity dates from 2025 to 2043 Interest rates from 4.25% - 9.50% - | Bonds / Notes | — | — | $223K | 5.0% | |
| MFS Massachusetts Investors Growth Stock Registered Investment Company | Other securities | — | — | $206K | 4.6% | |
| TIAA-CREF Lifecycle Index 2020 Registered Investment Company | Other securities | — | — | $195K | 4.4% | |
| TIAA-CREF Lifecycle Index 2035 Registered Investment Company | Other securities | — | — | $164K | 3.7% | |
| TIAA-CREF Lifecycle Index 2030 Registered Investment Company | Other securities | — | — | $151K | 3.4% | |
| Vanguard Equity-Income Registered Investment Company | Other securities | — | — | $149K | 3.3% | |
| DFA Emerging Markets Registered Investment Company | Other securities | — | — | $128K | 2.9% | |
| Voya Intermediate Registered Investment Company | Other securities | — | — | $121K | 2.7% | |
| DFA International Core Equity Portfolio Registered Investment Company | Other securities | — | — | $112K | 2.5% | |
| TIAA-CREF Lifecycle Index 2015 Registered Investment Company | Other securities | — | — | $109K | 2.4% | |
| Goldman Sachs Small Cap Value Insights Registered Investment Company | Other securities | — | — | $80K | 1.8% | |
| Vanguard Growth and Income Registered Investment Company | Other securities | — | — | $72K | 1.6% | |
| PGIM High Yield Registered Investment Company | Other securities | — | — | $71K | 1.6% | |
| Vanguard Explorer Registered Investment Company | Other securities | — | — | $63K | 1.4% | |
| MFS International Growth Registered Investment Company | Other securities | — | — | $36K | 0.8% | |
| Federated Hermes U.S. Treasury Cash Reserves Money Market | Cash / Money Market | — | — | $35K | 0.8% | |
| Macquarie Mid Cap Growth Registered Investment Company | Other securities | — | — | $35K | 0.8% | |
| Schwab Treasury Inflation Protected Securities Index Registered Investment Company ** 151 Vanguard Short-Term Federal Registered Investment Company | U.S. Treasuries | — | — | $17K | 0.4% | |
| TIAA-CREF Lifecycle Index 2025 Registered Investment Company | Other securities | — | — | $6K | 0.1% | |
| DFA International Small Cap Growth Registered Investment Company | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
