CBIZ Investment & Advisory

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

156

Total plan assets

$8.0M

Filings (rows)

Direct comp

Indirect comp

$27K

Showing only "CBIZ INVESTMENT & ADVISORY"

View all 20 variants aggregated →

CBIZ INVESTMENT ADVISORY SERVICES464 CBIZ INVESTMENT ADVISORY SERVICES L111 CBIZ INVESTMENT ADVISORY62 CBIZ INVESTMENT ADVISORY SVCS35 CBIZ INVESTMENT ADVISORY SERVI34 CBIZ INVESTMENT ADVISORY SERVICE33

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Loan Simple Loan Simple 401(k) Profit Sharing Plan & Trust · all filings	ENGLEWOOD, CO	Advisor / Consultant	69	$4.0M	$0	$12K
Loan Simple Loan Simple 401(k) Profit Sharing Plan & Trust · all filings	ENGLEWOOD, CO	Advisor / Consultant	87	$3.9M	$0	$15K