CBIZ Financial Solutions C/O US BAN

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

222

Total plan assets

$3.6M

Filings (rows)

Direct comp

$16K

Indirect comp

Showing only "CBIZ FINANCIAL SOLUTIONS C/O US BAN"

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CBIZ FINANCIAL SOLUTIONS102 CBIZ FINANCIAL SERVICES4 CBIZ FINANCIAL2 CBIZ FINANCIAL SOLUTIONS C/O US BAN2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Western Management LLC Western Management LLC 401(k) Profit Sharing Plan & Trust · all filings	SAN JOSE, CA	Advisor / Consultant	112	$1.9M	$8K	$0
Western Management LLC Western Management LLC 401(k) Profit Sharing Plan & Trust · all filings	SAN JOSE, CA	Advisor / Consultant	110	$1.6M	$7K	$0