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CBIZ INV ADV SVCS
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CBIZ INV ADV SVCS
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
1
Active participants
40
Total plan assets
$5.2M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
Showing only "CBIZ INV ADV SVCS"
View all 25 variants aggregated →
CBIZ INVESTMENT ADVISORY SERVICES
479
CBIZ INVESTMENT ADVISORY SERVICES L
114
CBIZ INVESTMENT ADVISORY
65
CBIZ INVESTMENT ADVISORY SVCS
35
CBIZ INVESTMENT ADVISORY SERVI
35
CBIZ INVESTMENT ADVISORY SERVICE
33
CBIZ INVESTMENT ADVISORY SERV
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Kaiserman Company, Inc.
Kaiserman Company, Inc. 401(k) Profit Sharing Plan ·
all filings
PHILADELPHIA, PA
Advisor / Consultant
40
$5.2M
$11K
$0
11
CBIZ INVESTMENT ADV SERVICES
8
CBIZ INVESTMENT ADVISORY SERVICS LL
5
CBIZ INVESTMNET ADVISORY SERVICES
3
CBIZ INVESTMENT ADVISORY SERVICES I
3
CBIZ INV ADV SERV GAVION
3
CBIZ INVESTMENT ADVISORY SVC
3
CBIZ INV ADVISORY SERVICES
3
CBIZ INVESTMENT & ADVISORY SVCS
3
CBIZ INVESTMENT ADVISORY SERVICE L
2
CBIZ INVESTMENT ADVISOR SERV
2
CBIZ INVESTEMENT ADVISORY SERVICES
2
CBIZ INVESTMENT & ADVISORY
2
CBIZ INVESTMENT ADVISORY SRVCS
2
CBIZ INVESTMENT AND ADVISORY SRVC
1
CBIZ INVESTMENT ADVISOR SERVICES LL
1
CBIZ INVESTMENT ADVISORY SERVIVCES
1
CBIZ INVESTMENT ADVISORY SRVS
1
CBIZ INV ADV SVCS
1
CBIZ INV ADV SVCS — Form 5500 Service Provider Profile | Form 5500 Search
