CBIZ Investment Advisory Services I

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

424

Total plan assets

$23.8M

Filings (rows)

Direct comp

Indirect comp

$89K

Showing only "CBIZ INVESTMENT ADVISORY SERVICES I"

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 manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Consolidated Graphics Group, Inc. Consolidated Graphics Group, Inc. 401(k) Plan and Trust · all filings	CLEVELAND, OH	Investment manager	152	$8.6M	$0	$31K
Consolidated Graphics Group, Inc. Consolidated Graphics Group, Inc. 401(k) Plan and Trust · all filings	CLEVELAND, OH	Investment manager	143	$8.2M	$0	$29K
Consolidated Graphics Group, Inc. Consolidated Graphics Group, Inc. 401(k) Plan and Trust · all filings	CLEVELAND, OH	Investment manager	129	$7.1M	$0	$30K