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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | 81-2780637 | MANCHESTER, CT | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income N/A | Other securities | — | — | $501K | 13.5% | |
| Vanguard Target Retirement 2035 Inv N/A | Other securities | — | — | $302K | 8.1% | |
| Vanguard Target Retirement 2055 Inv N/A | Other securities | — | — | $270K | 7.3% | |
| Vanguard Target Retirement 2040 Inv N/A | Other securities | — | — | $264K | 7.1% | |
| T. Rowe Price Blue Chip Growth I N/A | Other securities | — | — | $257K | 6.9% | |
| American Funds Balanced R6 N/A | Other securities | — | — | $256K | 6.9% | |
| Vanguard Target Retirement 2045 Inv N/A | Other securities | — | — | $251K | 6.8% | |
| Dodge & Cox Stock Fund N/A | Other securities | — | — | $207K | 5.6% | |
| Participant Loans Interest rates (4.25%-9.50%) N/A | Bonds / Notes | — | — | $181K | 4.9% | |
| Vanguard Target Retirement 2030 Inv N/A | Other securities | — | — | $176K | 4.7% | |
| Vanguard Target Retirement 2060 Inv N/A | Other securities | — | — | $155K | 4.2% | |
| Vanguard Target Retirement 2050 Inv N/A | Other securities | — | — | $144K | 3.9% | |
| Vanguard 500 Index Admiral N/A | Other securities | — | — | $97K | 2.6% | |
| American Funds Fundamental Investor R6 N/A | Other securities | — | — | $78K | 2.1% | |
| Vanguard Treasury Money Market Fund Investor N/A | Cash / Money Market | — | — | $67K | 1.8% | |
| Vanguard Target Retirement 2025 Inv N/A | Other securities | — | — | $57K | 1.5% | |
| Vanguard Target Retirement 2065 Inv N/A | Other securities | — | — | $52K | 1.4% | |
| American Funds Growth Fund of America N/A | Other securities | — | — | $45K | 1.2% | |
| PGIM High Yield R6 N/A | Other securities | — | — | $34K | 0.9% | |
| Vanguard Target Retirement 2020 Inv N/A | Other securities | — | — | $33K | 0.9% | |
| Vanguard Value Index Admiral N/A | Other securities | — | — | $31K | 0.8% | |
| Vanguard Growth Index Admiral N/A | Other securities | — | — | $28K | 0.8% | |
| Vanguard Mid Cap Index Admiral N/A | Other securities | — | — | $22K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral N/A | Other securities | — | — | $20K | 0.5% | |
| Vanguard Information Tech Index Admiral N/A | Other securities | — | — | $19K | 0.5% | |
| Federated MDT Small Cap Growth Institutional N/A | Other securities | — | — | $18K | 0.5% | |
| Carillon Eagle Mid Cap Growth N/A | Other securities | — | — | $18K | 0.5% | |
| Vanguard Small Cap Index Admiral N/A | Other securities | — | — | $17K | 0.5% | |
| Vanguard Developed Markets Index Admiral N/A | Other securities | — | — | $14K | 0.4% | |
| Vanguard Health Care Index Admiral N/A | Other securities | — | — | $12K | 0.3% | |
| Vanguard International Growth Admiral N/A | Other securities | — | — | $11K | 0.3% | |
| Macquarie Small Cap Value N/A | Other securities | — | — | $11K | 0.3% | |
| Vanguard GNMA Admiral N/A | Agency / Mortgage-Backed | — | — | $11K | 0.3% | |
| Nuveen Lifestyle Aggressive Growth Institutional N/A | Other securities | — | — | $9K | 0.2% | |
| AB Bond Inflation Strategy N/A | Other securities | — | — | $7K | 0.2% | |
| Vanguard Vangaurd Dividend Appreciation Index Fund N/A | Other securities | — | — | $6K | 0.2% | |
| Invesco Gold & Special Minerals Class Y N/A | Other securities | — | — | $6K | 0.2% | |
| Vanguard Interm-Term Bond Index Admiral N/A | Other securities | — | — | $5K | 0.1% | |
| Vanguard Short-Term Investment-Grade Admiral N/A | Other securities | — | — | $5K | 0.1% | |
| Vanguard Real Estate Index Admiral N/A | Other securities | — | — | $4K | 0.1% | |
| DFA Emerging Markets Portfolio N/A | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Inv N/A | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income N/A | Other securities | — | — | $2K | <0.1% | |
| Dodge & Cox Global Stock N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
