CBIZ Investment & Advisory 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

Active participants

656

Total plan assets

$6.0M

Filings (rows)

Direct comp

Indirect comp

$26K

Showing only "CBIZ INVESTMENT & ADVISORY SVCS"

View all 20 variants aggregated →

CBIZ INVESTMENT ADVISORY SERVICES479 CBIZ INVESTMENT ADVISORY SERVICES L114 CBIZ INVESTMENT ADVISORY65 CBIZ INVESTMENT ADVISORY SERVI35 CBIZ INVESTMENT ADVISORY SVCS35 CBIZ INVESTMENT ADVISORY SERVICE33

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
GRS Management Associates, Inc. GRS Management Associates 401(k) Plan · all filings	LAKE WORTH, FL	Advisor / Consultant	211	$2.5M	$0	$10K
GRS Management Associates, Inc. GRS Management Associates 401(k) Plan · all filings	LAKE WORTH, FL	Advisor / Consultant	224	$2.0M	$0	$9K
GRS Management Associates, Inc. GRS Management Associates 401(k) Plan · all filings	LAKE WORTH, FL	Advisor / Consultant	221	$1.6M	$0	$7K