CBIZ Investment Advisory Srvcs

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

1,011

Total plan assets

$257.8M

Filings (rows)

Direct comp

$41K

Indirect comp

Showing only "CBIZ INVESTMENT ADVISORY SRVCS"

View all 20 variants aggregated →

CBIZ INVESTMENT ADVISORY SERVICES486 CBIZ INVESTMENT ADVISORY SERVICES L117 CBIZ INVESTMENT ADVISORY66 CBIZ INVESTMENT ADVISORY SVCS36 CBIZ INVESTMENT ADVISORY SERVI35 CBIZ INVESTMENT ADVISORY SERVICE34

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Loyola University New Orleans Loyola University Retirement Plan · all filings	NEW ORLEANS, LA	Investment manager	721	$188.5M	$31K	$0
Loyola University New Orleans Loyola University Supplemental Retirement Plan · all filings	NEW ORLEANS, LA	Investment manager	290	$69.3M	$11K	$0