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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $2,258 |
8 funds of $250K or more; 25 lines in all, holding $5.1M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund Index | $963K | 18.7% |
| Voya Index Solution 2025 Portfolio Class Z Voya · Mutual fund Index | $618K | 12.0% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund Index | $479K | 9.3% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund Index | $474K | 9.2% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund Index | $468K | 9.1% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund Index | $442K | 8.6% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Mutual fund Index | $372K | 7.2% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund Index | $310K | 6.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $200K | 3.9% |
| TRwPr Blue Chip Growth Fnd I Manager not matched · Other | $158K | 3.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.