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 |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-2746212 | SPRINGFIELD, MA | ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Index Fund Ad Mutual Fund | Other securities | — | — | $3.6M | 44.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Other securities | — | — | $2.2M | 27.3% | |
| Vanguard Extended Mkt Index Fund Ad Mutual Fund ** 899 Vanguard 500 Index Adm Mutual Fund | Other securities | — | — | $535K | 6.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Other securities | — | — | $485K | 5.9% | |
| Vanguard Target Retirement Income Fund Mutual Fund ** 357 Vanguard Target Retirement 2025 Fund Mutual Fund | Other securities | — | — | $268K | 3.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Other securities | — | — | $234K | 2.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Other securities | — | — | $144K | 1.8% | |
| Vanguard Balanced Index Fund Ad Mutual Fund | Other securities | — | — | $95K | 1.2% | |
| Vanguard Growth Index Fund Ad Mutual Fund | Other securities | — | — | $94K | 1.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Other securities | — | — | $75K | 0.9% | |
| Participant loans Interest rates of 4.25% - 10.25% -0- | Bonds / Notes | — | — | $74K | 0.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Other securities | — | — | $52K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Other securities | — | — | $46K | 0.6% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Other securities | — | — | $32K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund ** 664 Vanguard Target Retirement 2065 Fund Mutual Fund | Other securities | — | — | $29K | 0.4% | |
| Vanguard Federal Money Mkt Fund Investor Mutual Fund | Cash / Money Market | — | — | $24K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities indMutual Fund | Other securities | — | — | $20K | 0.2% | |
| Vanguard Developed Markets Index Fund Ad Mutual Fund | Other securities | — | — | $15K | 0.2% | |
| Vanguard Small-Cap Index Adm Mutual Fund | Other securities | — | — | $12K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Ad Mutual Fund | Other securities | — | — | $10K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund Ad Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Vanguard Total International Bond Index Fund Ad Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Vanguard Total International Stock Index Fund Ad Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | ALTAMONTE SPRINGS, FL | CONTRACT ADMINISTRATOR | $17K | — |
