CBIZ INVESTMNET ADVISORY SERVICES
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
3
Active participants
1,183
Total plan assets
$29.7M
Filings (rows)
3
Direct comp
$77K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| COMMUNITY INTERACTIONS, INC. COMMUNITY INTERACTIONS, INC. 401(K) PROFIT SHARING PLAN | SWARTHMORE, PA | Advisor / Consultant FINANCIAL ADVISOR | 426 | $11.4M | $30K |
| COMMUNITY INTERACTIONS, INC. COMMUNITY INTERACTIONS, INC. 401(K) PROFIT SHARING PLAN | SWARTHMORE, PA | Advisor / Consultant FINANCIAL ADVISOR | 413 | $10.1M | $25K |
| COMMUNITY INTERACTIONS, INC. COMMUNITY INTERACTIONS, INC. 401(K) PROFIT SHARING PLAN | SWARTHMORE, PA | Advisor / Consultant FINANCIAL ADVISOR | 344 | $8.2M | $21K |