Cbiz Investment Advisory — 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 is reported as a service provider on 21 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 21 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $220,775 and reported indirect compensation totals $292,035.
Reported compensation summary
- Reported direct compensation
- $220,775
- Reported indirect compensation
- $292,035
- Total reported compensation
- $512,810
- Filings
- 21
- Plan sponsors
- 20
- Plans
- 21
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Big Lots, Inc. | OH | 1 | $47,505 |
| R & S Erection, Inc. | CA | 1 | $41,615 |
| Coleman Professional Services Inc. | OH | 2 | $41,144 |
| California Bank Of Commerce | CA | 1 | $38,744 |
| Burrell Inc. | MO | 1 | $38,025 |
| Pathways Home Health And Hospice | CA | 1 | $36,761 |
| Indian Health Center Of Santa Clara Valley | CA | 1 | $31,883 |
| Meyer Sound Laboratories, Inc. | CA | 1 | $31,650 |
| Places For People Inc. | MO | 1 | $31,054 |
| Golden State Dermatology Management, LLC | CA | 1 | $28,078 |
State footprint
Plans reporting Cbiz Investment Advisory are sponsored in CA (11), OH (4), CO (2), MO (2), NJ (1), WV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Big Lots, Inc. | Big Lots Savings Plan | 2023 | $47,505 | not reported in the loaded dataset |
| R & S Erection, Inc. | R & S 401(K) Profit Sharing Plan | 2023 | $6,318 | $35,297 |
| California Bank Of Commerce | California Bank Of Commerce Profit Sharing 401(K) Plan | 2023 | $0 | $38,744 |
| Burrell Inc. | Burrell Behavioral Health Tax Deferred Annuity Plan | 2023 | $38,025 | not reported in the loaded dataset |
| Pathways Home Health And Hospice | Pathways Home Health And Hospice 403(B) Plan | 2023 | $36,761 | not reported in the loaded dataset |
| Indian Health Center Of Santa Clara Valley | Indian Health Center Of Santa Clara Valley 401(K) Plan | 2023 | $0 | $31,883 |
| Meyer Sound Laboratories, Inc. | Meyer Sound Laboratories, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $31,650 |
| Places For People Inc. | The Places For People Inc. Employees Retirement Plan | 2023 | $0 | $31,054 |
| Coleman Professional Services Inc. | Coleman Professional Services Employees 403b Plan | 2023 | $30,608 | not reported in the loaded dataset |
| Golden State Dermatology Management, LLC | Golden State Dermatology Management, LLC 401(K) Plan | 2023 | $0 | $28,078 |
| Tazmanian Freight Systems, Inc. | Tazmanian Freight Forwarding 401k Plan | 2023 | $27,901 | not reported in the loaded dataset |
| L.N. Curtis & Sons | L.N. Curtis & Sons 401(K) Retirement Plan | 2023 | $0 | $23,705 |
| Pacific Union Company | Pacific Union Company 401(K) Retirement Plan | 2023 | $0 | $23,410 |
| Windsor Capital Group, Inc. | Windsor Capital Group 401(K) Savings Program | 2023 | $0 | $14,640 |
| Upscale Construction, Inc. | Upscale Construction, Inc. 401(K) Plan | 2023 | $12,228 | not reported in the loaded dataset |
| Teligent, Inc. | Teligent, Inc. Savings And Protection Plan | 2023 | $0 | $11,371 |
| First Meridian Services Inc. | First Meridian Services Inc. 401k Plan | 2023 | $10,893 | not reported in the loaded dataset |
| Coleman Professional Services Inc. | Coleman Professional Services Employees Pension Plan | 2023 | $10,536 | not reported in the loaded dataset |
| Professional Rodeo Cowboys Association, Inc. | Professional Rodeo Cowboys Association, Inc. 401(K) Plan | 2023 | $0 | $10,197 |
| Xinergy Corp. | Xinergy 401(K) Plan | 2023 | $0 | $6,280 |
| J.S. West Milling Company | J.S. West Milling Company Profit Sharing Plan | 2023 | $0 | $5,726 |
Related Form 5500 pages
- Big Lots Savings Plan (plan 002)
- Big Lots, Inc. — all reported plans
- R & S 401(K) Profit Sharing Plan (plan 001)
- R & S Erection, Inc. — all reported plans
- California Bank Of Commerce Profit Sharing 401(K) Plan (plan 001)
- California Bank Of Commerce — all reported plans
- Burrell Behavioral Health Tax Deferred Annuity Plan (plan 001)
- Burrell Inc. — all reported plans
- Pathways Home Health And Hospice 403(B) Plan (plan 002)
- Pathways Home Health And Hospice — all reported plans
- Indian Health Center Of Santa Clara Valley 401(K) Plan (plan 001)
- Indian Health Center Of Santa Clara Valley — all reported plans
- Meyer Sound Laboratories, Inc. 401(K) Profit Sharing Plan (plan 001)
- Meyer Sound Laboratories, Inc. — all reported plans
- The Places For People Inc. Employees Retirement Plan (plan 001)
- Places For People Inc. — all reported plans
- Coleman Professional Services Employees 403b Plan (plan 002)
- Coleman Professional Services Inc. — all reported plans
- Golden State Dermatology Management, LLC 401(K) Plan (plan 001)
- Golden State Dermatology Management, LLC — all reported plans
- Tazmanian Freight Forwarding 401k Plan (plan 001)
- Tazmanian Freight Systems, Inc. — all reported plans
- L.N. Curtis & Sons 401(K) Retirement Plan (plan 002)
- L.N. Curtis & Sons — all reported plans
- Pacific Union Company 401(K) Retirement Plan (plan 001)
- Pacific Union Company — all reported plans
- Windsor Capital Group 401(K) Savings Program (plan 001)
- Windsor Capital Group, Inc. — all reported plans
- Upscale Construction, Inc. 401(K) Plan (plan 001)
- Upscale Construction, Inc. — all reported plans
- Teligent, Inc. Savings And Protection Plan (plan 001)
- Teligent, Inc. — all reported plans
- First Meridian Services Inc. 401k Plan (plan 001)
- First Meridian Services Inc. — all reported plans
- Coleman Professional Services Employees Pension Plan (plan 001)
- Professional Rodeo Cowboys Association, Inc. 401(K) Plan (plan 001)
- Professional Rodeo Cowboys Association, Inc. — all reported plans
- Xinergy 401(K) Plan (plan 001)
- Xinergy Corp. — all reported plans
- J.S. West Milling Company Profit Sharing Plan (plan 002)
- J.S. West Milling Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources