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

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Veterans Enterprise Technology Solutions, Inc. VETS Retirement Plan · all filings	CLARKSVILLE, VA	Advisor / Consultant	96	$6.4M	$0	$17K
Veterans Enterprise Technology Solutions, Inc. VETS Retirement Plan · all filings	CLARKSVILLE, VA	Advisor / Consultant	54	$6.3M	$0	$15K