Filings through .
Filed August 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ ADVISORY SERVICES LLC Service code 26 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Participants) | $25,779 |
Filed as: CBIZ RETIREMENT PLAN SERVICES Service code 14 · EIN 31-1582098 28264 NETWORK PL · CHICAGO, IL 606731282 | Plan Administrator | $13,384 |
35 funds of $250K or more; 33 lines in all, holding $93.9M of the plan's $97.2M. From the 2025 filing. Recordkeeper: Cbiz Investment Advisory Services.
Target-date series: Nuveen Lifecycle, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Nonbenefit-Responsive TIAA (Nuveen) · Insurance contract | $21.3M | 22.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $18.0M | 19.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $13.6M | 14.5% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $7.3M | 7.8% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund Index | $5.8M | 6.2% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $3.9M | 4.2% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $3.8M | 4.1% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund | $3.5M | 3.7% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $2.9M | 3.1% |
| Capital World Growth & Income Fund Class R-4 Capital Group · Mutual fund | $1.5M | 1.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.