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

Active participants

1,183

Total plan assets

$29.7M

Filings (rows)

Direct comp

$77K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Community Interactions, Inc. Community Interactions, Inc. 401(k) Profit Sharing Plan · all filings	SWARTHMORE, PA	Advisor / Consultant	426	$11.4M	$30K	$0
Community Interactions, Inc. Community Interactions, Inc. 401(k) Profit Sharing Plan · all filings	SWARTHMORE, PA	Advisor / Consultant	413	$10.1M	$25K	$0
Community Interactions, Inc. Community Interactions, Inc. 401(k) Profit Sharing Plan · all filings	SWARTHMORE, PA	Advisor / Consultant	344	$8.2M	$21K	$0