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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADV SERVICES, LLC Service code 16 · EIN 81-3968784 | Consulting | $56,244 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,790 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $30,001 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,519 |
Filed as: CBIZ BENEFITS & INS SVCS INC Service code 16 · EIN 31-1582098 | Consulting | $16,595 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
32 funds of $250K or more; 22 lines in all, holding $101M of the plan's $110M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $47.2M | 46.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $13.9M | 13.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $5.0M | 5.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.7M | 4.6% |
| par, or maturity value Cost Value Mutual Funds Manager not matched · Mutual fund | $4.3M | 4.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $4.1M | 4.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.2M | 2.2% |
| Goldman Sachs R Goldman Sachs · Mutual fund | $2.1M | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.1M | 2.1% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $2.1M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.