Filings through .
Filed March 16, 2021 (most recent of 2 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $38,019 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 49 | Other Services | $10,793 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 | Advisory (Plan) | $10,709 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Other Services | $375 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS., LLC Service code 27 · EIN 81-3968784 6050 OAK TREE BOULEVARD, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $0 |
6 funds of $250K or more; 16 lines in all, holding $4.1M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 13 vintages | $3.4M | 83.1% |
| value 1 ALL Manager not matched · Other | $242K | 5.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $166K | 4.1% |
| Fidelity M ID CP Index Fund Fidelity (FMR) · Mutual fund Index | $59K | 1.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $52K | 1.3% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $52K | 1.3% |
| JP M Organ M ID Cap Growth R6 Manager not matched · Mutual fund | $25K | 0.6% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $23K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $18K | 0.4% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $16K | 0.4% |
Dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2060 Fund to T. Rowe Price Retirement Blend 2040 Fund | $2.1M to $3.0M |
| Droppedvalue 34 Vanguard | $973K |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.