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

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

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