| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVIVCES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CHICAGO, IL | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation |
|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Direct comp |
|---|
| Indirect comp |
|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | 84-0467907 | — | NONE | $52K | — |
