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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INR ADVISORY SERVICES, LLC Service code 26 · EIN 81-3968784 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Participants) | $74,000 |
PCS RETIREMENT, LLC2 years Service code 15 · EIN 23-3038464 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Recordkeeping | $32,695 |
10 funds of $250K or more; 18 lines in all, holding $34.7M of the plan's $34.9M. From the 2025 filing. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth ETF Vanguard · ETF | $8.3M | 23.8% |
| Vanguard Value ETF Vanguard · ETF | $7.3M | 21.0% |
| Vanguard Ftse All-Wld ex-US ETF Vanguard · ETF | $7.3M | 21.0% |
| Vanguard Total Bond Market Index Fund Vanguard · ETF Index | $5.8M | 16.8% |
| Vanguard Mid-Cap ETF Vanguard · ETF | $2.1M | 6.1% |
| Reliance Trust Company Metlife Stable Value Fund Manager not matched · Insurance contract | $1.4M | 3.9% |
| Vanguard Small-Cap ETF Vanguard · ETF | $721K | 2.1% |
| Vanguard Short-Term Bond ETF Vanguard · ETF | $518K | 1.5% |
| Vanguard Interm-Tm Corp Bd ETF Vanguard · ETF | $502K | 1.4% |
| iShares iBoxx $ High Yield Corporate Bond ETF BlackRock · ETF | $326K | 0.9% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedReliance Metlife Series 25053 | $1.5M |
| AddedVanguard Interm-Tm Corp Bd ETF | $502K |
| AddediShares iBoxx $ High Yield Corporate Bond ETF | $326K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
The auditor signed off without reservation. This is the cleanest opinion.