CBIZ Retirement

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

171

Active participants

171,266

Total plan assets

$25.0B

Filings (rows)

174

Direct comp

$9.5M

Indirect comp

$146K

Aggregating 6 name variants under "CBIZ RETIREMENT"

Click a variant to view it alone

CBIZ RETIREMENT PLAN SERVICES157 CBIZ RETIREMENT SOLUTIONS6 CBIZ RETIREMENT SERVICES3 CBIZ RETIREMENT PLAN SVCS2 CBIZ RETIREMENT AND INVESTMENT SERV2 CBIZ RETIREMENT PLAN SERVICE1

SERVICES PROVIDED

Recordkeeper141

Advisor / Consultant17

Other service providers11

Broker2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Joint Board of Trustees Electrical Workers Local 103 IBEW Electrical Workers Pension Plan Local 103 I.B.E.W. · all filings	BOSTON, MA	Recordkeeper	6,140	$1.9B	$137K	$0
Joint Board of Trustees Electrical Workers Local 103 IBEW Electrical Workers Pension Plan Local 103 I.B.E.W. · all filings	BOSTON, MA	Recordkeeper	6,014	$1.6B	$100K	$0
Hormel Foods Corporation Hormel Foods Corp. Master Defined Benefit Trust · all filings	AUSTIN, MN	Recordkeeper	—	$1.2B	$502K	$0
Hormel Foods Corporation Hormel Foods Corporation Pension Plan · all filings	AUSTIN, MN	Recordkeeper	7,494	$984.9M	$227K	$0
Pipe & Refrigeration Fitters Local 537 Pipefitters Union Local No. 537 Pension Fund · all filings	DORCHESTER, MA	Recordkeeper	2,372	$962.4M	$96K	$0
Pipe & Refrigeration Fitters Local 537 Pipefitters Union Local No. 537 Pension Fund · all filings	DORCHESTER, MA	Recordkeeper	2,310	$901.7M	$87K	$0
Hormel Foods Corporation Hormel Foods Corporation Pension Plan · all filings	AUSTIN, MN	Recordkeeper	7,527	$879.5M	$310K	$0
Joint Pension Fund of Local Union No 102 IBEW Board of Trustees Joint Pension Fund of Local Union No 102 · all filings	PARSIPPANY, NJ	Recordkeeper	2,040	$671.6M	$58K	$0
Board of Trustees of Steamfitters LU 420 Pension Plan Steamfitters Local Union No. 420 Pension Plan · all filings	PHILADELPHIA, PA	Recordkeeper	2,398	$645.7M	$177K	$0
Board of Trustees of Steamfitters LU 420 Pension Plan Steamfitters Local Union No. 420 Pension Plan · all filings	PHILADELPHIA, PA	Recordkeeper	2,425	$644.1M	$175K	$0
Joint Pension Fund of Local Union Joint Pension Fund of Local Union No 102 · all filings	PARSIPPANY, NJ	Recordkeeper	2,013	$607.7M	$46K	$0
Kennametal Inc. Kennametal Thrift Plus Plan · all filings	FT. MILL, SC	Advisor / Consultant	2,708	$594.5M	$19K	$0
The Animation Guild, Local 839 The Animation Guild 401(k) Plan · all filings	BURBANK, CA	Other service providers	4,549	$583.9M	$31K	$0
Kennametal Inc. Kennametal Thrift Plus Plan · all filings	FT. MILL, SC	Advisor / Consultant	2,621	$572.1M	$17K	$0
US Radiology Specialists, Inc. US Radiology Specialists 401(k) Retirement Plan · all filings	RALEIGH, NC	Recordkeeper	4,664	$571.0M	$8K	$0
Board of Trustees of Steamfitters LU 420 Pension Plan Steamfitters Local Union No. 420 Pension Plan · all filings	PHILADELPHIA, PA	Recordkeeper	2,456	$555.9M	$168K	$0
Kennametal Inc. Kennametal Thrift Plus Plan · all filings	FT. MILL, SC	Advisor / Consultant	2,781	$523.4M	$16K	$0
US Radiology Specialists, Inc. US Radiology Physician Practice 401(k) Retirement Plan · all filings	RALEIGH, NC	Recordkeeper	2,284	$447.5M	$7K	$0
AAA Club Alliance Inc. AAA Club Alliance Inc. 401(k) Retirement Savings Plan · all filings	WILMINGTON, DE	Recordkeeper	4,756	$408.2M	$7K	$0
US Radiology Specialists, Inc. US Radiology Physician Practice 401(k) Retirement Plan · all filings	RALEIGH, NC	Recordkeeper	2,330	$382.4M	$6K	$0
Hormel Foods Corporation Hormel Foods Corporation Hourly Employees' Pension Plan · all filings	AUSTIN, MN	Recordkeeper	2,780	$332.5M	$208K	$0
Board of Trustees I.B.E.W. Local 25 Pension Fund I. B. E. W. Local 25 Pension Fund · all filings	HAUPPAUGE, NY	Recordkeeper	1,431	$324.0M	$57K	$0
Plumbers and Pipefitters Local 520 Pension Plan Plumbers and Pipefitters Local 520 Pension Plan · all filings	TROY, MI	Recordkeeper	972	$301.4M	$54K	$0
Board of Trustees I.B.E.W. Local 25 Pension Fund I. B. E. W. Local 25 Pension Fund · all filings	HAUPPAUGE, NY	Recordkeeper	1,677	$298.9M	$50K	$0
Hormel Foods Corporation Hormel Foods Corporation Hourly Employees' Pension Plan · all filings	AUSTIN, MN	Recordkeeper	2,658	$296.9M	$192K	$0

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