Filings through .
Filed April 18, 2013 (most recent of 2 filings on file)
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 ADVISORY SERVICES Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $41,667 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,392 |
30 funds of $250K or more; 31 lines in all, holding $47.6M of the plan's $48.3M. From the 2025 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.5M | 26.3% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $3.7M | 7.8% |
| Eupac Fund Capital Group · Mutual fund | $3.7M | 7.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 7.3% |
| Invesco Developing Markets Fund Invesco · Mutual fund | $2.0M | 4.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.9M | 4.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 3.8% |
| New Perspective Fund Capital Group · Mutual fund | $1.6M | 3.3% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $1.5M | 3.1% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $1.3M | 2.8% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.