Plans listing this provider
138
0.24% of the 56,420 plans with Schedule H financials; 138 in 2023
Providers › CBIZ Investment Advisory Services
CBIZ Investment Advisory Services
- Service provider, as named on Schedule C
- EIN 813968784
- Plan year 2024
- Direct compensation reported $4,114,281
Assets of those plans
$7,273,073,243
0.09% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$4,114,281
76% 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) | 64 |
| 99 | Other fees | 47 |
| 50 | Direct payment from the plan | 27 |
| 26 | Investment advisory (participants) | 26 |
| 28 | Investment management | 16 |
| 16 | Consulting (general) | 15 |
| 70 | Consulting fees | 11 |
| 49 | Other services | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| UMB Profit Sharing and 401(k) Savings Plan | UMB Financial | $717,575,084 | 4,684 | $102,034 |
| V2X 401(k) Retirement Plan | L-3 Communications Vertex Aerospace | $644,420,569 | 14,048 | $170,241 |
| Jtekt North America 401(k) Retirement Plan | Jtekt North America | $450,487,214 | 5,722 | $72,000 |
| Life Time and Its Affiliates 401(k) Plan | Life Time | $332,127,417 | 8,277 | $280,745 |
| Big Lots Savings Plan | Former BL Stores | $313,149,073 | 5,867 | $47,527 |
| American Consolidated Natural Resources, Inc. Savings and Security Plan | American Consolidated Natural Resources | $266,813,239 | 1,651 | $60,752 |
| Invenergy LLC 401(k) Plan | Invenergy | $240,257,744 | 2,604 | $29,689 |
| Retirement Savings Plan for Seaboard Corporation | Seaboard | $211,039,900 | 2,770 | $49,292 |
| MW Industries, Inc. Consolidated Employer Retirement Savings Plan | Matthew Warren Inc. DBA MW Industries | $195,630,993 | 3,202 | $64,147 |
| Pregis LLC Retirement and Savings Plan | Pregis | $185,070,866 | 3,144 | $170,900 |
| IMC Companies 401(k) & Investment Plan | Industrial Manufacturing | $159,067,102 | 1,623 | $75,000 |
| The DOE Run Resources Corporation 401(k) Retirement Plan | DOE Run Resources | $145,809,695 | 1,450 | $43,071 |
| The Retirement Plan of Agilysys, Inc. | Agilysys | $138,290,016 | 926 | $85,000 |
| AM General Capital Accumulation and Employer Retirement Contribution Plan | AM General | $131,127,336 | 805 | $51,159 |
| Tucker Ellis LLP Retirement Savings Plan | Tucker Ellis | $128,776,407 | 401 | $40,255 |
| North American Science Associates, LLC Profit Sharing & 401(k) Plan | North American Science Associates | $120,598,220 | 1,359 | $140,677 |
| News-press & Gazette Employees' 401(k) Plan | News-press & Gazette | $104,380,722 | 1,151 | $0 |
| Wheeler Trigg O'donnell LLP 401(k) Profit-sharing Plan | Wheeler Trigg O'donnell | $89,596,133 | 338 | $33,314 |
| Plunkett Cooney, P.C. Employees' Profit Sharing Plan | Plunkett Cooney | $87,153,052 | 220 | $47,502 |
| Modivcare Solutions, LLC Retirement Planrecordkeeper | Modivcare Solutions | $86,833,703 | 3,076 | $27,500 |
| JSP International Group, Ltd. and Affiliates 401(k) Salary Savings Plan | JSP International Group | $77,213,669 | 687 | $118,273 |
| Rohrer Corporation Amended and Restated Profit Sharing Plan and Trust | Rohrer | $75,354,321 | 921 | $0 |
| Rockefeller Philanthropy Advisors 401(k) Plan | Rockefeller Philanthropy Advisors | $75,156,984 | 909 | $48,849 |
| Commercial Vehicle Group, Inc. 401(k) Plan | Commercial Vehicle Group | $67,330,543 | 1,707 | $54,229 |
| Imcd Holdings U.S., Inc. 401(k) Plan | Imcd Holdings U.S. | $65,561,660 | 485 | $72,625 |
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.