Cbiz Investment Advisory Servi — 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 Servi is reported as a service provider on 12 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $438,373 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $438,373
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $438,373
- Filings
- 12
- Plan sponsors
- 10
- Plans
- 12
- 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 |
|---|---|---|---|
| Am General LLC | IN | 2 | $83,429 |
| Breakthru Beverage Missouri, LLC | MO | 1 | $60,976 |
| Foundation Software, LLC | OH | 1 | $51,972 |
| Plunkett Cooney, P.C. | MI | 1 | $50,991 |
| Tucker Ellis Llp | OH | 2 | $49,876 |
| Sequoia Financial Group, LLC | OH | 1 | $43,440 |
| Karpinski Engineering, Inc. | OH | 1 | $38,618 |
| Evans Bank, N.A. | NY | 1 | $33,534 |
| Riverbed Technology LLC | CA | 1 | $17,156 |
| Cohen Sequoia Enterprises, Ltd. | OH | 1 | $8,381 |
State footprint
Plans reporting Cbiz Investment Advisory Servi are sponsored in OH (6), IN (2), CA (1), MI (1), MO (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Breakthru Beverage Missouri, LLC | Major Brands, Inc. Employees' 401(K) Plan | 2023 | $60,976 | not reported in the loaded dataset |
| Am General LLC | Am General Capital Accumulation And Employer Retirement Contribution Plan | 2023 | $60,317 | not reported in the loaded dataset |
| Foundation Software, LLC | Foundation Software, LLC 401(K) Retirement Savings Plan | 2023 | $51,972 | not reported in the loaded dataset |
| Plunkett Cooney, P.C. | Plunkett Cooney, P.C. Employees' Profit Sharing Plan | 2023 | $50,991 | not reported in the loaded dataset |
| Sequoia Financial Group, LLC | Sequoia Financial Group, LLC 401(K) Plan | 2023 | $43,440 | not reported in the loaded dataset |
| Karpinski Engineering, Inc. | Karpinski Engineering, Inc. Employees Profit Sharing Plan And Trust | 2023 | $38,618 | not reported in the loaded dataset |
| Tucker Ellis Llp | Tucker Ellis Llp Retirement Savings Plan | 2023 | $35,421 | not reported in the loaded dataset |
| Evans Bank, N.A. | Evans Bank, N.A. Employees Savings Plan | 2023 | $33,534 | not reported in the loaded dataset |
| Am General LLC | Am General Hourly Capital Accumulation Plan | 2023 | $23,112 | not reported in the loaded dataset |
| Riverbed Technology LLC | Riverbed Technology LLC 401(K) Plan | 2023 | $17,156 | not reported in the loaded dataset |
| Tucker Ellis Llp | Tucker Ellis Llp Counsel & Associates Retirement Plan | 2023 | $14,455 | not reported in the loaded dataset |
| Cohen Sequoia Enterprises, Ltd. | Cohen & Company, Ltd. Profit Sharing/401(K) Plan | 2023 | $8,381 | not reported in the loaded dataset |
Related Form 5500 pages
- Major Brands, Inc. Employees' 401(K) Plan (plan 001)
- Breakthru Beverage Missouri, LLC — all reported plans
- Am General Capital Accumulation And Employer Retirement Contribution Plan (plan 023)
- Am General LLC — all reported plans
- Foundation Software, LLC 401(K) Retirement Savings Plan (plan 001)
- Foundation Software, LLC — all reported plans
- Plunkett Cooney, P.C. Employees' Profit Sharing Plan (plan 001)
- Plunkett Cooney, P.C. — all reported plans
- Sequoia Financial Group, LLC 401(K) Plan (plan 001)
- Sequoia Financial Group, LLC — all reported plans
- Karpinski Engineering, Inc. Employees Profit Sharing Plan And Trust (plan 001)
- Karpinski Engineering, Inc. — all reported plans
- Tucker Ellis Llp Retirement Savings Plan (plan 001)
- Tucker Ellis Llp — all reported plans
- Evans Bank, N.A. Employees Savings Plan (plan 002)
- Evans Bank, N.A. — all reported plans
- Am General Hourly Capital Accumulation Plan (plan 022)
- Riverbed Technology LLC 401(K) Plan (plan 001)
- Riverbed Technology LLC — all reported plans
- Tucker Ellis Llp Counsel & Associates Retirement Plan (plan 002)
- Cohen & Company, Ltd. Profit Sharing/401(K) Plan (plan 001)
- Cohen Sequoia Enterprises, Ltd. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources