Filings through .
Filed December 16, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,592 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,588 |
Filed as: CBIZ CPAS Service code 10 · EIN 43-1947695 | Accounting | $17,500 |
10 funds of $250K or more; 20 lines in all, holding $19.5M of the plan's $20.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $16.6M | 84.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $891K | 4.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $723K | 3.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $239K | 1.2% |
| Standard Stable Asset Fund Cl 2 Fund Manager not matched · Insurance contract | $148K | 0.8% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $144K | 0.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $115K | 0.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $95K | 0.5% |
| Government Bond Fund R5 Class American Century · Mutual fund | $94K | 0.5% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $85K | 0.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.