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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | LAKE MARY, FL | CONTRACT ADMINISTRATOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 Fund R6 Class Mutual Funds | Other securities | — | — | $923K | 13.1% | |
| Nuveen Lifecycle Index 2060 Fund R6 Class Mutual Funds | Other securities | — | — | $894K | 12.7% | |
| Nuveen Lifecycle Index 2045 Fund R6 Class Mutual Funds | Other securities | — | — | $878K | 12.5% | |
| Nuveen Lifecycle Index 2025 Fund R6 Class Mutual Funds | Other securities | — | — | $716K | 10.2% | |
| Nuveen Lifecycle Index 2055 Fund R6 Class Mutual Funds | Other securities | — | — | $477K | 6.8% | |
| Nuveen Lifecycle Index 2030 Fund R6 Class Mutual Funds | Other securities | — | — | $425K | 6.0% | |
| Schwab S&P 500 Index Mutual Funds | Other securities | — | — | $406K | 5.8% | |
| Nuveen Lifecycle Index 2035 Fund R6 Class Mutual Funds | Other securities | — | — | $403K | 5.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Funds | Other securities | — | — | $372K | 5.3% | |
| Nuveen Lifecycle Index 2040 Fund R6 Class Mutual Funds | Other securities | — | — | $314K | 4.5% | |
| Vanguard Growth and Income Fund Admiral Shares Mutual Funds | Other securities | — | — | $143K | 2.0% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Funds | Other securities | — | — | $141K | 2.0% | |
| Vanguard Short-Term Federal Fund Admiral Shares Mutual Funds | Other securities | — | — | $126K | 1.8% | |
| Nuveen Lifecycle Index 2020 Fund R6 Class Mutual Funds | Other securities | — | — | $125K | 1.8% | |
| Federated Hermes U.S. Treasury Cash Reserves Money Market | Cash / Money Market | — | — | $121K | 1.7% | |
| MFS International Growth Fund Class R6 Mutual Funds | Other securities | — | — | $107K | 1.5% | |
| Schwab Treasury Inflation Protected Securities Index Fund Mutual Funds | U.S. Treasuries | — | — | $86K | 1.2% | |
| Nuveen Lifecycle Index 2015 Fund R6 Class Mutual Funds | Other securities | — | — | $76K | 1.1% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Funds | Other securities | — | — | $52K | 0.7% | |
| DFA International Core Equity Portfolio Institutional Class Mutual Funds | Other securities | — | — | $47K | 0.7% | |
| Fidelity Small Cap Index Mutual Funds | Other securities | — | — | $31K | 0.4% | |
| Goldman Sachs Small Cap Value Insights Fund Institutional Class Mutual Funds ** 981 Macquairie Mid Cap Growth Fund Class R6 Mutual Funds | Other securities | — | — | $30K | 0.4% | |
| Empower U.S. Government Securities Fund Institutional Class Mutual Funds | Other securities | — | — | $21K | 0.3% | |
| DFA Emerging Markets Portfolio Institutional Class Mutual Funds | Other securities | — | — | $17K | 0.2% | |
| Voya Intermediate Bond Fund Class I Mutual Funds | Other securities | — | — | $16K | 0.2% | |
| DFA International Small Cap Growth Portfolio Mutual Funds | Other securities | — | — | $14K | 0.2% | |
| PGIM High Yield Fund- Class R6 Mutual Funds | Other securities | — | — | $9K | 0.1% | |
| Vanguard Explorer Fund Admiral Shares Mutual Funds | Other securities | — | — | $8K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund R6 Class Mutual Funds | 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.
