CBIZ Investment Advisor SERV

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

436

Total plan assets

$7.3M

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "CBIZ INVESTMENT ADVISOR SERV"

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

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ameridial, Inc. Ameridial, Inc. 401(k) Plan and Trust · all filings	CANTON, OH	Investment manager	206	$4.1M	$16K	$0
Ameridial, Inc. Ameridial, Inc. 401(k) Plan and Trust · all filings	CANTON, OH	Investment manager	230	$3.2M	$10K	$0