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

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

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