CBIZ Investment and Advisory SRVC

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

226

Total plan assets

$9.2M

Filings (rows)

Direct comp

Indirect comp

$14K

Showing only "CBIZ INVESTMENT AND ADVISORY SRVC"

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

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Keyfactor, Inc. Keyfactor, Inc. 401(k) Plan · all filings	INDEPENDENCE, OH	Other service providers	226	$9.2M	$0	$14K