Cbiz Investment Adv. Services LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cbiz Investment Adv. Services LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $135,812 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$135,812
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$135,812
Filings
4
Plan sponsors
3
Plans
4
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Cbiz Investment Adv. Services LLC
SponsorStatePlansReported compensation
Loyola University New OrleansLA2$68,750
The College Of WoosterOH1$56,595
Donald Danforth Plant Science CenterMO1$10,467

State footprint

Plans reporting Cbiz Investment Adv. Services LLC are sponsored in LA (2), MO (1), OH (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
The College Of WoosterThe College Of Wooster Defined Contribution Plan2023$56,595not reported in the loaded dataset
Loyola University New OrleansLoyola University Retirement Plan2023$50,376not reported in the loaded dataset
Loyola University New OrleansLoyola University Supplemental Retirement Plan2023$18,374not reported in the loaded dataset
Donald Danforth Plant Science CenterDanforth Center Defined Contribution Retirement Plan2023$10,467not reported in the loaded dataset

Related Form 5500 pages