CBIZ Investment Advisory Service L

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

423

Total plan assets

$116.0M

Filings (rows)

Direct comp

$75K

Indirect comp

Showing only "CBIZ INVESTMENT ADVISORY SERVICE L"

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 / Consultant1

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wheeler Trigg O'DONnell LLP Wheeler Trigg O'DONnell LLP 401(k) Profit-Sharing Plan · all filings	DENVER, CO	Investment manager	210	$70.0M	$36K	$0
Horizon Global Corporation Horizon Global 401(k) Plan · all filings	PLYMOUTH, MI	Advisor / Consultant	213	$46.0M	$39K	$0