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 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
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