Cbiz Investment Advisory Service — 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 Advisory Service is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $321,970 and reported indirect compensation totals $52,046.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Cbiz Investment Advisory Service. Bars show relative scale.
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State footprint
Where Cbiz Investment Advisory Service appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
City footprint
Cities where plans reporting Cbiz Investment Advisory Service are sponsored, by plan count.
- 1Flourtown, PA2 plan(s)
- 2Evansville, IN1 plan(s)
- 3Charlotte, NC1 plan(s)
- 4Canton, OH1 plan(s)
- 5Independence, OH1 plan(s)
- 6Richfield, OH1 plan(s)
- 7Philadelphia, PA1 plan(s)
- 8Seneca, PA1 plan(s)
- 9Green Valley, AZ1 plan(s)
- 10Houston, TX1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Frank Recruitment Group Inc., PA · Direct $85K · 2023
- 2Redwood Living, Inc., OH · Direct $38.1K · Indirect $18.1K · 2023
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- 4Lewis Brothers Bakeries, Inc., IN · Direct $9.5K · Indirect $34K · 2023
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- 6La Posada At Park Centre, Inc., AZ · Direct $25.9K · 2023
- 7Applegate Greenfiber Acquisition, LLC, NC · Direct $24.5K · 2023
- 8Brechbuhler Truck Sales, LLC, OH · Direct $16.6K · 2023
- 9Palletized Trucking Inc., TX · Direct $16.3K · 2023
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Frequently asked questions
- What does Form 5500 Schedule C report about Cbiz Investment Advisory Service?
- Public Form 5500 Schedule C filings report compensation paid to Cbiz Investment Advisory Service as a plan service provider. Across loaded filings, total reported compensation is $374,016.
- How many plans report Cbiz Investment Advisory Service as a service provider?
- Cbiz Investment Advisory Service appears on 11 loaded plan(s) across 11 sponsor(s).
Related Form 5500 pages
- Frank Recruitment Group 401(K) Retirement Plan (plan 001)
- Frank Recruitment Group Inc. — all reported plans
- Redwood Living, Inc. 401(K) Plan (plan 001)
- Redwood Living, Inc. — all reported plans
- Depaul 401(K) Retirement Plan (plan 001)
- Depaul Realty Company — all reported plans
- Lewis Brothers Bakeries, Inc. Savings Plan (plan 021)
- Lewis Brothers Bakeries, Inc. — all reported plans
- Irg Realty Advisors 401(K) Plan (plan 001)
- Irg Realty Advisors, LLC — all reported plans
- La Posada Employee Savings And Retirement Plan (plan 001)
- La Posada At Park Centre, Inc. — all reported plans
- Applegate Greenfiber Acquisition, LLC 401(K) Retirement Savings Plan (plan 001)
- Applegate Greenfiber Acquisition, LLC — all reported plans
- Brechbuhler Truck Sales, LLC 401k Psp & Trust (plan 001)
- Brechbuhler Truck Sales, LLC — all reported plans
- Palletized Trucking, Inc. 401k & Profit Sharing Plan (plan 001)
- Palletized Trucking Inc. — all reported plans
- Matric Limited, Inc. Profit Sharing 401(K)Plan (plan 001)
- Matric Limited, Inc. — all reported plans
- Depaul Health 401(K) Retirement Plan (plan 001)
- Park Place Associates, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources