CBIZ INVESTEMENT ADVISORY SERVICES

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

150

Total plan assets

$12.7M

Filings (rows)

Direct comp

Indirect comp

$32K

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
VETERANS ENTERPRISE TECHNOLOGY SOLUTIONS, INC. VETS RETIREMENT PLAN	CLARKSVILLE, VA	Advisor / Consultant ADVISOR	96	$6.4M	$0
VETERANS ENTERPRISE TECHNOLOGY SOLUTIONS, INC. VETS RETIREMENT PLAN	CLARKSVILLE, VA	Advisor / Consultant ADVISOR	54	$6.3M	$0