Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › CBIZ Investment Advisory Services
CBIZ Investment Advisory Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $780,530
Assets of those plans
$893,227,514
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$780,530
95% 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) | 20 |
| 50 | Direct payment from the plan | 1 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CRB Group, Inc 401(k) Plan | CRB Group | $216,245,751 | 1,496 | $89,180 |
| Park Place Technologies 401(k) Profit Sharing Plan | Park Place Technologies | $152,638,695 | 1,819 | $79,408 |
| Populous 401(k) Retirement Savings Plan | Populous Group | $94,885,832 | 712 | $84,730 |
| Bryant & Stratton College 401(k) Savings Plan | Bryant & Stratton College | $84,963,527 | 2,188 | $24,586 |
| First United Corporation 401(k) Profit Sharing Plan | First United | $43,277,610 | 461 | $5,025 |
| Ornua North America 401(k) Plan | Ornua Foods North America | $38,612,087 | 988 | $66,371 |
| Havis, Inc. 401(k) Plan | Havis | $38,051,897 | 493 | $43,486 |
| John Knox Village Retirement Plan | John Knox Village | $33,292,547 | 867 | $75,000 |
| Usan, Inc. Employees' Savings Plan | Usan | $28,384,601 | 188 | $39,425 |
| Mccarthy Retirement Savings Plan | Morse Chevrolet | $26,652,904 | 559 | $72,008 |
| C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan | C. J. Coakley | $25,349,817 | 459 | $43,855 |
| Allover Media 401(k) Plan | Allover Media | $19,354,809 | 174 | $0 |
| Mimeo, Inc. 401(k) Plan | Mimeo | $14,661,600 | 238 | $33,125 |
| Western Reserve Area Agency on Aging 401(k) Plan | Western Reserve Area Agency on Aging | $14,455,216 | 277 | $25,161 |
| Johnson Architectural Metal Company 401(k))plan | Johnson Architectural Metal | $12,997,716 | 159 | $20,053 |
| Stewart Stainless Supply, Inc. 401(k) Profit Sharing Plan | Stewart Stainless Supply | $12,372,230 | 124 | $29,024 |
| Aylo Health 401(k) Retirement Savings Plan | Aylo Health | $10,838,808 | 707 | $13,568 |
| Area Agency on Aging 11, Inc. 401(k) Plan | Direction Home of Eastern Ohio | $10,329,632 | 185 | $13,699 |
| Aramex USA 401(k) Plan | Aramex USA | $9,080,909 | 376 | $6,686 |
| Modsquad, Inc. 401(k) Profit Sharing Plan and Trust | Modsquad | $6,781,326 | 132 | $16,140 |
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.