Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $15K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR Mutual Fund | Other securities | — | — | $2.4M | 24.4% | |
| FID 500 INDEX Mutual Fund | Other securities | — | — | $1.5M | 15.2% | |
| FID FDM IDX 2040 IPR Mutual Fund | Other securities | — | — | $942K | 9.6% | |
| FID FDM IDX 2045 IPR Mutual Fund | Other securities | — | — | $714K | 7.3% | |
| FID FDM IDX 2050 IPR Mutual Fund | Other securities | — | — | $705K | 7.2% | |
| FID FDM IDX 2055 IPR Mutual Fund | Other securities | — | — | $589K | 6.0% | |
| FID FDM IDX 2030 IPR Mutual Fund | Other securities | — | — | $443K | 4.5% | |
| VANG ToT INTL STK AD Mutual Fund | Other securities | — | — | $415K | 4.2% | |
| AB LG CAP GRTH Z Mutual Fund | Other securities | — | — | $405K | 4.1% | |
| VANG ToT BD MKT ADM Mutual Fund | Other securities | — | — | $384K | 3.9% | |
| FID FDM IDX 2060 IPR Mutual Fund | Other securities | — | — | $295K | 3.0% | |
| PUTN LG CAP VAL R6 Mutual Fund | Other securities | — | — | $222K | 2.3% | |
| FID SM CAP IDX Mutual Fund | Other securities | — | — | $179K | 1.8% | |
| FID GOVT MMKT Mutual Fund | Other securities | — | — | $150K | 1.5% | |
| PARTICIPANT LOANS Maturing through December 2029 | Participant loans | — | — | $86K | 0.9% | |
| FID FDM IDX 2025 IPR Mutual Fund | Other securities | — | — | $66K | 0.7% | |
| BLKRK ToT RETURN K Mutual Fund | Other securities | — | — | $55K | 0.6% | |
| FID FDM IDX 2065 IPR Mutual Fund | Other securities | — | — | $35K | 0.4% | |
| FID MID CAP IDX Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| PUTNAM SM CAP GR R6 Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| PIF REAL EST SEC R6 Mutual Fund | Other securities | — | — | $23K | 0.2% | |
| FID FDM IDX 2020 IPR Mutual Fund | Other securities | — | — | $19K | 0.2% | |
| ABF SM CAP VALUE R6 Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| FID FDM IDX INC IPR Mutual Fund | Common Stock | — | — | $13K | 0.1% | |
| FID FDM IDX 2015 IPR Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| JPM MID CAP GRTH R6 Mutual Fund ** 734 PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| VANG INTL GROWTH ADM Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
