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 | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | 62-1518255 | MEMPHIS, TN | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federated | Other securities | — | — | $951K | 16.9% | |
| Vanguard | Other securities | — | — | $778K | 13.8% | |
| Vanguard | Other securities | — | — | $636K | 11.3% | |
| American | Other securities | — | — | $632K | 11.2% | |
| Vanguard | Other securities | — | — | $418K | 7.4% | |
| TIAA | Other securities | — | — | $341K | 6.0% | |
| Vanguard | Other securities | — | — | $233K | 4.1% | |
| Blackrock | Other securities | — | — | $202K | 3.6% | |
| Vanguard | Other securities | — | — | $184K | 3.3% | |
| Vanguard | Other securities | — | — | $155K | 2.8% | |
| Vanguard | Other securities | — | — | $137K | 2.4% | |
| Janus | Other securities | — | — | $131K | 2.3% | |
| Principal | Other securities | — | — | $114K | 2.0% | |
| American | Other securities | — | — | $111K | 2.0% | |
| Participants | Other securities | — | — | $106K | 1.9% | |
| DFA | Other securities | — | — | $91K | 1.6% | |
| MFS | Other securities | — | — | $80K | 1.4% | |
| JPMorgan | Other securities | — | — | $66K | 1.2% | |
| Vanguard | Other securities | — | — | $65K | 1.2% | |
| Vanguard | Other securities | — | — | $64K | 1.1% | |
| Vanguard | Other securities | — | — | $35K | 0.6% | |
| Federated | Other securities | — | — | $22K | 0.4% | |
| DFA | Other securities | — | — | $20K | 0.4% | |
| American | Other securities | — | — | $16K | 0.3% | |
| Vanguard | Other securities | — | — | $15K | 0.3% | |
| American | Other securities | — | — | $15K | 0.3% | |
| Vanguard | Other securities | — | — | $7K | 0.1% | |
| Vanguard | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
