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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 99 · EIN 81-3968784 | Other Fees | $43,682 |
Filed as: VOYA RETIREMENT ADVISORS, LCC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,244 |
Service code 99 4810 LA JOLLA DRIVE, SUITE 300 · LA JOLLA, CA 92037 | Other Fees | $9,131 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $6,929 |
14 funds of $250K or more; 33 lines in all, holding $15.5M of the plan's $15.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SStr Target Retire 2055 K Manager not matched · Separate account | $2.6M | 16.5% |
| SStr Target Retire 2050 K Manager not matched · Separate account | $2.3M | 15.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $2.3M | 15.1% |
| SStr Target Retire 2045 K Manager not matched · Separate account | $1.7M | 11.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Separate account Index | $1.1M | 7.2% |
| SStr Target Retire 2040 K Manager not matched · Separate account | $843K | 5.4% |
| SStr Target Retire 2060 K Manager not matched · Separate account | $698K | 4.5% |
| Amer Fnds New Perspective R6 Capital Group · Separate account | $444K | 2.9% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $310K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $304K | 2.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmer Fnds New World Fund R6 | $293K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.