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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,188 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $21,525 |
OAKSTREET WEALTH MANAGEMENT6 years Service code 27 · EIN 82-1589061 | Advisory (Plan) | $8,233 |
23 funds of $250K or more; 15 lines in all, holding $70.8M of the plan's $73.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $45.8M | 64.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.6M | 9.4% |
| Alger Capital Appreciation Y Fund Manager not matched · Mutual fund | $4.2M | 6.0% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund | $3.2M | 4.5% |
| maturity value Cost value Fidelity Government Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $2.3M | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 2.5% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $1.5M | 2.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $982K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $836K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.