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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 | Other Services | $14,068 |
Filed as: KRUGLIAK, WILKINS, GRIFFITHS & DOU Service code 29 · EIN 34-1295659 P.O. BOX 36963 · CANTON, OH 447356963 | Legal | $6,114 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $0 |
23 funds of $250K or more; 34 lines in all, holding $35.2M of the plan's $89.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Wash Mtual R6 Capital Group · Mutual fund | $5.6M | 15.9% |
| American Funds Grow th Fnd R6 Capital Group · Mutual fund | $4.6M | 13.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 12.0% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $3.7M | 10.4% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $1.7M | 5.0% |
| American Funds Smallcap R6 Capital Group · Mutual fund | $1.5M | 4.4% |
| PIMCO Gov Money Mkt Fd PIMCO (Allianz) · Money market | $1.4M | 3.9% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $1.3M | 3.7% |
| American Funds Bond Fd Am R6 Capital Group · Mutual fund | $1.1M | 3.0% |
| American Funds Nw Economy R6 Capital Group · Mutual fund | $1.0M | 2.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.