CBIZ Investment Advisory SVC

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

411

Total plan assets

$97.0M

Filings (rows)

Direct comp

$31K

Indirect comp

$24K

Showing only "CBIZ INVESTMENT ADVISORY SVC"

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

Advisor / Consultant2

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Albertus Magnus College Albertus Magnus College DC Retirement Plan · all filings	NEW HAVEN, CT	Advisor / Consultant	153	$48.1M	$14K	$0
Albertus Magnus College Albertus Magnus College DC Retirement Plan · all filings	NEW HAVEN, CT	Advisor / Consultant	147	$43.9M	$17K	$0
Applied Ceramics, Inc. Applied Ceramics Salary Deferred Plan · all filings	DORAVILLE, GA	Investment manager	111	$5.0M	$0	$24K