Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › CBIZ Investment Advisory Services L
CBIZ Investment Advisory Services L
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,367,718
Assets of those plans
$1,443,438,449
0.02% 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
$1,367,718
100% 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) | 29 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| First Brands Group 401(k) Plan | First Brands Group | $302,906,606 | 7,356 | $113,033 |
| Consolidated Precision Products Corp Retirement and Savings Plan | Consolidated Precision Products | $176,863,709 | 3,562 | $146,909 |
| Drury Team Member Savings Plan | Drury Hotels | $117,098,978 | 2,431 | $41,188 |
| Ammega 401(k) Plan | Ammega US | $87,469,838 | 1,205 | $78,317 |
| Heritage Commerce Corp 401(k) Savings Plan | Heritage Commerce | $87,060,868 | 556 | $55,866 |
| Parkdale, Incorporated Retirement Plan | Parkdale Mills | $77,769,136 | 2,557 | $61,756 |
| CCA Global Partners 401(k) Profit Sharing Plan | CCA Global Partners | $66,023,679 | 518 | $20,000 |
| Soprema-convoy USA 401(k) Plan | Soprema | $54,185,705 | 599 | $87,012 |
| La Costena USA 401(k) Plan | La Costena USA | $50,207,524 | 752 | $91,596 |
| Heartland, LLC 401(k) Plan | Heartland | $46,131,012 | 1,474 | $104,087 |
| Grammer 401(k) Plan | Grammer | $39,318,888 | 420 | $67,131 |
| Mayfair Enterprises, LLC 401(k) Plan | Mayfair Enterprises | $35,637,939 | 1,028 | $2,644 |
| Gallagher Sharp 401(k) Plan | Gallagher Sharp | $34,476,560 | 151 | $31,582 |
| U.S. Cotton, LLC Retirement Savings Plan | U.S. Cotton | $34,033,129 | 463 | $26,059 |
| Polymer Additives, Inc. 401(k) Savings Plan | Polymer Additives | $33,979,943 | 311 | $78,599 |
| Drury Southwest Team Member Savings Plan | Drury Southwest | $30,835,133 | 145 | $3,400 |
| Wingate Management Company 401(k) Plan | Wingate Management | $29,605,249 | 536 | $37,367 |
| React Health 401(k) Plan | 3b Medical | $28,065,837 | 699 | $58,150 |
| Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan | Kurtz Bros. | $24,749,037 | 468 | $8 |
| C&C Sales, Inc. Profit Sharing Plan | C&C Sales | $16,637,395 | 216 | $35,127 |
| Cardinal Systems Inc 401(k) Plan | Cardinal Systems | $15,712,091 | 250 | $30,348 |
| Valiant Solutions LLC 401(k))profit Sharing Plan and Trust | Valiant Solutions | $13,217,400 | 179 | $37,384 |
| Inspiritec, Inc. 401(k) Retirement Plan | Inspiritec | $13,002,856 | 1,927 | $56,989 |
| Compqsoft, Inc. 401(k) Plan | Compqsoft | $7,866,332 | 196 | $26,008 |
| Foam Seal, Inc. 401(k) Plan | Foam Seal | $6,930,590 | 153 | $22,546 |
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.