CBIZ Financial

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

14,789

Total plan assets

$153.1M

Filings (rows)

Direct comp

Indirect comp

$170K

Showing only "CBIZ FINANCIAL"

View all 4 variants aggregated →

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

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
Presbyterian Homes and Services Presbyterian Homes and Services Tax Deferred Annuity Plan · all filings	ROSEVILLE, MN	Other service providers	7,397	$86.6M	$0	$96K
Presbyterian Homes and Services Presbyterian Homes and Services Employees Retirement Savings and Investment Plan · all filings	ROSEVILLE, MN	Other service providers	7,392	$66.5M	$0	$74K