Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › CBIZ Financial Solutions Inc
CBIZ Financial Solutions Inc
- Service provider, as named on Schedule C
- EIN 521396995
- Plan year 2024
- Direct compensation reported $607,600
Assets of those plans
$1,009,241,204
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
$607,600
92% 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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 16 | Consulting (general) | 2 |
| 28 | Investment management | 2 |
| 50 | Direct payment from the plan | 2 |
| 99 | Other fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 23 | Insurance services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Dealer Tire LLC 401(k) Savings Plan | Dealer Tire | $419,439,202 | 6,697 | $37,152 |
| Third Federal 401(k) Savings Plan | Third Federal Savings and Loan Association of Cleveland | $204,569,347 | 1,072 | $73,792 |
| Foresight Energy LLC 401(k) Plan | Foresight Energy | $67,951,673 | 883 | $73,077 |
| Frontier Technology, Inc. 401(k) Plan | Frontier Technology | $61,958,870 | 549 | $115,317 |
| Magnifi Financial 401(k) Plan & Trust | Magnifi Financial Credit Union | $57,664,850 | 466 | $99,676 |
| Advanced Chemical Transport LLC Retirement Savings | Advanced Chemical Transport | $41,749,943 | 880 | $0 |
| Citizens Memorial Health Care System Profit Sharing Plan | Citizens Memorial Hospital District | $40,908,074 | 1,737 | $31,699 |
| Advance America, Cash Advance Centers, Inc. Retirement Savings 401(k) Plan | Advance America Cash Advance Centers | $39,707,411 | 2,325 | $9,060 |
| Sparefoot, Inc. 401(k) Plan | SpareFoot | $36,225,785 | 750 | $74,512 |
| Notre Dame High School 401(k) Retirement Plan | Notre Dame High School | $15,530,293 | 127 | $32,571 |
| CP Group 401(k) Plan | CPG Property Services | $15,420,987 | 281 | $36,961 |
| Radix Wire & Cable, LLC 401(k) Planrecordkeeper | Radix Wire & Cable | $8,114,769 | 78 | $23,783 |
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.