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 | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MONEY MARKET FUND SHARES Vanguard Treasury Money Market Fund Investor Shares 420 MUTUAL FUNDS JPMorgan SmartRetirement Blend 2030 R6 | Cash / Money Market | — | $5K | $118K | 34.2% | |
| State Street S&P 500 Index Fund Class N 277 | Other securities | — | — | $71K | 20.7% | |
| JPMorgan US Equity Fund Class R6 | Other securities | — | $2K | $47K | 13.7% | |
| JPMorgan SmartRetirement Blend 2050 R6 | Other securities | — | $1K | $39K | 11.3% | |
| JPMorgan SmartRetirement Blend 2040 R6 735 | Other securities | — | — | $23K | 6.6% | |
| JPMorgan SmartRetirement Blend 2035 R6 549 | Other securities | — | — | $16K | 4.6% | |
| JPMorgan SmartRetirement Blend 2025 R6 548 | Other securities | — | — | $13K | 3.7% | |
| Vanguard Balanced Index Fund Admiral Shares 138 | Other securities | — | — | $7K | 1.9% | |
| JPMorgan SmartRetirement Blend 2055 R6 68 | Other securities | — | — | $2K | 0.7% | |
| JPMorgan SmartRetirement Blend 2045 R6 64 | Other securities | — | — | $2K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
