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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | ALTAMONTE SPRINGS, FL | CONTRACT ADMINISTRATOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2060 Mutual Fund | Other securities | — | — | $305K | 19.9% | |
| TIAA-CREF Lifecycle Index 2055 Mutual Fund | Other securities | — | — | $202K | 13.2% | |
| TIAA-CREF Lifecycle Index 2025 Mutual Fund | Other securities | — | — | $192K | 12.6% | |
| TIAA-CREF Lifecycle Index 2050 Mutual Fund | Other securities | — | — | $176K | 11.5% | |
| Participant Notes Receivable Various Interest Rates n/a | Other securities | — | — | $132K | 8.6% | |
| TIAA-CREF Lifecycle Index 2030 Mutual Fund | Other securities | — | — | $118K | 7.7% | |
| TIAA-CREF Lifecycle Index 2045 Mutual Fund | Other securities | — | — | $107K | 7.0% | |
| TIAA-CREF Lifecycle Index 2035 Mutual Fund | Other securities | — | — | $103K | 6.7% | |
| TIAA-CREF Lifecycle Index 2040 Mutual Fund | Other securities | — | — | $91K | 5.9% | |
| Schwab S&P 500 Mutual Fund | Other securities | — | — | $35K | 2.3% | |
| Schwab Treasury Inflation Protected Mutual Fund | U.S. Treasuries | — | — | $15K | 1.0% | |
| MFS Massachusetts Investors Growth Mutual Fund | Other securities | — | — | $5K | 0.3% | |
| Vanguard Explorer Fund Mutual Fund | Other securities | — | — | $5K | 0.3% | |
| Macquirie Mid Cap Growth Mutual Fund | Other securities | — | — | $4K | 0.3% | |
| MFS Internal Growth Fund Mutual Fund | Other securities | — | — | $4K | 0.3% | |
| Goldman Sachs Small Cap Value Insight Mutual Fund | Other securities | — | — | $2K | 0.2% | |
| Federated Hermes US Treasury Cash Money Market ** 2 * Fidelity Small Cap Index Mutual Fund | U.S. Treasuries | — | — | $2K | 0.2% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Other securities | — | — | $2K | 0.1% | |
| PGIM High Yield Mutual Fund | Other securities | — | — | $2K | 0.1% | |
| VOYA Intermediate Bond Fund Mutual Fund | 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.
