CBIZ B&I

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,750

Total plan assets

$93.2M

Filings (rows)

Direct comp

$46K

Indirect comp

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Perpetual Capital Management Services LLC Perpetual Capital 401(k) Plan · all filings	ARLINGTON, VA	Other service providers	3,654	$76.7M	$27K	$0
Copeland, Stair, VALZ & Lovell, LLP Copeland, Stair, VALZ & Lovell, LLP 401(k) Plan · all filings	ATLANTA, GA	Other service providers	96	$16.4M	$18K	$0