CBIZ INV ADV SERV Gavion

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

310

Total plan assets

$52.7M

Filings (rows)

Direct comp

$20K

Indirect comp

Showing only "CBIZ INV ADV SERV GAVION"

View all 25 variants aggregated →

CBIZ INVESTMENT ADVISORY SERVICES486 CBIZ INVESTMENT ADVISORY SERVICES L117 CBIZ INVESTMENT ADVISORY66 CBIZ INVESTMENT ADVISORY SVCS36 CBIZ INVESTMENT ADVISORY SERVI35 CBIZ INVESTMENT ADVISORY SERVICE34

SERVICES PROVIDED

Accountant / Auditor3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
FISK University FISK University DC Plan · all filings	NASHVILLE, TN	Accountant / Auditor	109	$18.0M	$7K	$0
FISK University FISK University DC Plan · all filings	NASHVILLE, TN	Accountant / Auditor	102	$18.0M	$6K	$0
FISK University FISK University DC Plan · all filings	NASHVILLE, TN	Accountant / Auditor	99	$16.7M	$6K	$0