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 | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares Registered Investment Companies | Other securities | — | — | $3.7M | 41.7% | |
| Vanguard 500 Index Fund Admiral Shares Registered Investment Companies | Other securities | — | — | $2.1M | 23.6% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Registered Investment Companies | Other securities | — | — | $516K | 5.9% | |
| Vanguard U.S. Growth Fund Investor Shares Registered Investment Companies | Other securities | — | — | $390K | 4.4% | |
| Vanguard Wellesley Income Inv Registered Investment Companies | Other securities | — | — | $271K | 3.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Companies | Other securities | — | — | $268K | 3.0% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Registered Investment Companies | Other securities | — | — | $222K | 2.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered Investment Companies | Other securities | — | — | $185K | 2.1% | |
| Vanguard Equity-Income Fund Investor Shares Registered Investment Companies | Other securities | — | — | $132K | 1.5% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Companies | Other securities | — | — | $130K | 1.5% | |
| Goldman Sachs Mid Cap Growth Fund Institutional Registered Investment Companies | Other securities | — | — | $126K | 1.4% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Companies | Other securities | — | — | $112K | 1.3% | |
| Vanguard Federal Money Market Fund Investor Shares Money Market Fund | Cash / Money Market | — | — | $104K | 1.2% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Companies | Other securities | — | — | $97K | 1.1% | |
| JPMorgan U.S. Small Company Fund Registered Investment Companies | Other securities | — | — | $87K | 1.0% | |
| Fidelity Diversified International Fund Registered Investment Companies | Other securities | — | — | $86K | 1.0% | |
| Templeton Foreign Fund Registered Investment Companies | Other securities | — | — | $84K | 0.9% | |
| maturing through April 2029 - | Other securities | — | — | $56K | 0.6% | |
| Victory Sycamore Established Value Fund Registered Investment Companies | Other securities | — | — | $49K | 0.6% | |
| Congress Small Cap Growth Fund Registered Investment Companies | Other securities | — | — | $37K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Companies | Other securities | — | — | $37K | 0.4% | |
| Pioneer Bond Fund Class Y Registered Investment Companies | Other securities | — | — | $36K | 0.4% | |
| Macquarie Emerging Markets Fund Institutional Registered Investment Companies | Other securities | — | — | $28K | 0.3% | |
| Vanguard Target Retirement Income Fund Registered Investment Companies | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
