Elizabeth Newman signed CBIZ, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CBIZ, Inc.'s EIN is 22-2769024.
Download the official 2024 Form 5500 (PDF) for CBIZ, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CBIZ, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $332K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | — | DALLAS, TX | AUDITOR | $48K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $205.7M | 14.5% | |
| Mass Mutual Sagic Core Bond I Fund | Other securities | — | — | $126.3M | 8.9% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $114.8M | 8.1% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $113.6M | 8.0% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $109.4M | 7.7% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $80.2M | 5.6% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $77.7M | 5.5% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $49.6M | 3.5% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $48.3M | 3.4% | |
| Invesco Oppenheimer Global Fund | Mutual Funds | — | — | $43.5M | 3.1% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $40.8M | 2.9% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $40.3M | 2.8% | |
| American Funds Euro Pacific Growth Fund | Mutual Funds | — | — | $36.2M | 2.5% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $34.2M | 2.4% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $30.4M | 2.1% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $30.1M | 2.1% | |
| Charles Schwab Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $28.4M | 2.0% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $26.8M | 1.9% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $26.6M | 1.9% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $25.2M | 1.8% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $24.8M | 1.7% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $24.5M | 1.7% | |
| MASSMUTUAL SMALL CAP GR EQ I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $22.6M | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $20.8M | 1.5% | |
| MFS MID CAP VALUE FUND(IS PLATFORM) MASSMUTUAL · EIN 06-1050034 / PN 858 | Pooled Separate Account | — | — | $12.0M | 0.8% | |
| Loans to participants, interest rates ranging from 4.25% – 9.50% | Bonds / Notes | — | — | $9.0M | 0.6% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $7.5M | 0.5% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $4.6M | 0.3% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $1.8M | 0.1% | |
| CBIZ, Inc. Common Stock Fund | Common Stocks | — | — | $1.2M | <0.1% | |
| MassMutual Government Money Market Fund | Cash / Money Market | — | — | $179K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund | Mutual Funds | — | — | $39K | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CL R2 GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP VALUE I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
