CBIZ Retirement 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

258

Total plan assets

$74.1M

Filings (rows)

Direct comp

$38K

Indirect comp

$730

Showing only "CBIZ RETIREMENT SERVICES"

View all 6 variants aggregated →

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

SERVICES PROVIDED

Other service providers2

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Liebert Cassidy Whitmore Liebert Cassidy Whitmore Profit Sharing/401(k) Plan and Trust · all filings	LOS ANGELES, CA	Recordkeeper	171	$60.0M	$0	$730
Trustees, Pension Plan of the Stone Masons Union No.3 Pension Fund Pension Plan of the Stone Masons Union No.3 Pension Fund · all filings	WEST TRENTON, NJ	Other service providers	87	$14.1M	$25K	$0
Trustee Pension Plan of the Stone Masons No 3 Pension Fund Pension Plan of the Stone Masons Union No 3 Pension Fund · all filings	WEST TRENTON, NJ	Other service providers	0	$0	$13K	$0