Filings through .
Filed January 29, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY Service code 16 · EIN 81-3968784 | Consulting | $6,815 |
14 funds of $250K or more; 18 lines in all, holding $15.8M of the plan's $15.7M. From the 2025 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $5.5M | 34.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 24.8% |
| Aul Stable Value Account Manager not matched · Insurance contract | $2.1M | 13.0% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.9M | 11.8% |
| Amerfds 2020 Trgt Date Ret R6 Manager not matched · Mutual fund | $736K | 4.6% |
| Amerfds 2015 Trgt Date Ret R6 Manager not matched · Mutual fund | $651K | 4.1% |
| Vanguard Wellesley Income Fund Vanguard · Mutual fund | $529K | 3.3% |
| Vanguard Int Term Treasury Fund Vanguard · Mutual fund | $249K | 1.6% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $99K | 0.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund | $77K | 0.5% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.