401k Record

Providers › CBIZ Benefits & INS Services Inc

CBIZ Benefits & INS Services Inc

Plans listing this provider

41

0.07% of the 56,420 plans with Schedule H financials; 42 in 2023

Assets of those plans

$1,060,728,314

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

1

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$415,861

71% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
13Contract administrator32
49Other services5
99Other fees5
12Claims processing1
15Recordkeeping and information management1
17Consulting (pension)1
34Valuation (appraisals etc.)1
37Participant loan processing1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Ingevity CorporationIngevity $306,470,6661,600$13,828
SB US 401(k) PlanSB Investment Advisers (US) $132,919,2951,057$62,305
RMF Engineering, Inc. 401(k) PlanRMF Engineering $67,988,540347$0
KCG, Inc. 401(k) PlanKCG $40,910,803766$27,572
Alacrity Solutions Group, LLC 401(k) PlanrecordkeeperAlacrity Solutions Group $38,350,5151,028$16,246
Shin-etsu 401(k) Retirement Savings PlanShin-etsu Silicones of America $36,935,511282$750
Wingate Management Company 401(k) PlanWingate Management $29,605,249536$30,902
Usan, Inc. Employees' Savings PlanUsan $28,384,601188$13,267
Village Management Services, Inc. 401(k) PlanVillage Management Services $27,159,322390$3,712
Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement PlanKurtz Bros. $24,749,037468$11,025
Linea Solutions, Inc. 401(k) Profit Sharing PlanLinea Solutions $21,257,170130$0
Mar-bal, Inc. Retirement Savings PlanMar-bal $20,929,098563$0
TLS Corporation 401(k) PlanTLS $20,799,22394$0
Allover Media 401(k) PlanAllover Media $19,354,809174$0
Bear Diversified, Inc. 401(k) Retirement & Savings PlanBear Diversified $17,256,869540$12,181
Cardinal Systems Inc 401(k) PlanCardinal Systems $15,712,091250$27,098
Nickles Bakery Employees' 401(k) PlanAlfred Nickles Bakery $15,640,314126$0
Fallsway Equipment Co. Inc. 401(k) Profit Sharing Plan and TrustFallsway Equipment $13,872,726219$15,714
Johnson Architectural Metal Company 401(k))planJohnson Architectural Metal $12,997,716159$14,862
Zenni Optical 401(k) PlanOcusun $12,873,232461$9,675
Nickles Bakery 401(k) Plan for Bargaining EmployeesAlfred Nickles Bakery $10,905,903221$700
Opticsplanet, Inc. 401(k) Profit Sharing Plan and TrustOpticsplanet $10,872,773335$14,087
Aylo Health 401(k) Retirement Savings PlanAylo Health $10,838,808707$28,338
The Lake Doctors, Inc. Retirement Savings PlanLake Doctors $9,707,387192$13,022
John Jones Auto Group 401(k) PlanJohn Jones Chevrolet Buick Cadillac of Salem in $9,454,267150$7,254

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.