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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $14,111 |
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $9,424 |
7 funds of $250K or more; 20 lines in all, holding $6.9M of the plan's $7.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 7 vintagesRecordkeeper's own fund | $4.4M | 64.0% |
| LargeCap Growth Fund I R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $803K | 11.6% |
| Prin Equity Income R3 Fund Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $321K | 4.6% |
| Principal Large Cap S&P 500 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $305K | 4.4% |
| MFS Total Return A Fund N/R MFS (Sun Life) · Mutual fund | $198K | 2.9% |
| Putnam Core Equity A Fund N/R Franklin Templeton · Mutual fund | $170K | 2.5% |
| Principal Government and HQ Bond R3 N/R Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $119K | 1.7% |
| MidCap S&P 400 Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund | $117K | 1.7% |
| Diversified International Fund R-3 Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $97K | 1.4% |
| Principal Core Plus Bond R3 Fd Principal · Mutual fund Possible retail class R3Recordkeeper's own fund | $94K | 1.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price/Brown Advisory Large Cap N/R | $1.9M |
| AddedLargeCap Growth Fund I R-3 | $803K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.