· 2022–2024 · DOL EFAST2
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CBIZ Investment Advisory SRVS
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
1
Active participants
934
Total plan assets
$35.6M
Filings (rows)
1
Direct comp
$7K
Indirect comp
$0
Showing only "CBIZ INVESTMENT ADVISORY SRVS"
View all 20 variants aggregated →
CBIZ INVESTMENT ADVISORY SERVICES
479
CBIZ INVESTMENT ADVISORY SERVICES L
114
CBIZ INVESTMENT ADVISORY
65
CBIZ INVESTMENT ADVISORY SVCS
35
CBIZ INVESTMENT ADVISORY SERVI
35
CBIZ INVESTMENT ADVISORY SERVICE
33
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Mayfair Enterprises
Mayfair Enterprises, LLC 401(k) Plan ·
all filings
CLEVELAND, OH
Advisor / Consultant
934
$35.6M
$7K
$0
CBIZ INVESTMENT ADVISORY SERV
11
CBIZ INVESTMENT ADV SERVICES
8
CBIZ INVESTMENT ADVISORY SERVICS LL
5
CBIZ INVESTMENT ADVISORY SVC
3
CBIZ INVESTMENT & ADVISORY SVCS
3
CBIZ INVESTMENT ADVISORY SERVICES I
3
CBIZ INVESTMENT ADVISORY SERVICE L
2
CBIZ INVESTMENT ADVISOR SERV
2
CBIZ INVESTMENT & ADVISORY
2
CBIZ INVESTMENT ADVISORY SRVCS
2
CBIZ INVESTMENT ADVISORY SERVIVCES
1
CBIZ INVESTMENT ADVISOR SERVICES LL
1
CBIZ INVESTMENT ADVISORY SRVS
1
CBIZ INVESTMENT AND ADVISORY SRVC
1
CBIZ Investment Advisory SRVS — Form 5500 Service Provider Profile | Form 5500 Search