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 summary
- Reported direct compensation
- $321,970
- Reported indirect compensation
- $52,046
- Total reported compensation
- $374,016
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Frank Recruitment Group Inc. | PA | 1 | $84,995 |
| Redwood Living, Inc. | OH | 1 | $56,125 |
| Depaul Realty Company | PA | 1 | $54,689 |
| Lewis Brothers Bakeries, Inc. | IN | 1 | $43,525 |
| Irg Realty Advisors, LLC | OH | 1 | $31,318 |
| La Posada At Park Centre, Inc. | AZ | 1 | $25,893 |
| Applegate Greenfiber Acquisition, LLC | NC | 1 | $24,527 |
| Brechbuhler Truck Sales, LLC | OH | 1 | $16,597 |
| Palletized Trucking Inc. | TX | 1 | $16,250 |
| Matric Limited, Inc. | PA | 1 | $11,197 |
State footprint
Plans reporting Cbiz Investment Advisory Service are sponsored in PA (4), OH (3), AZ (1), IN (1), NC (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Frank Recruitment Group Inc. | Frank Recruitment Group 401(K) Retirement Plan | 2023 | $84,995 | not reported in the loaded dataset |
| Redwood Living, Inc. | Redwood Living, Inc. 401(K) Plan | 2023 | $38,073 | $18,052 |
| Depaul Realty Company | Depaul 401(K) Retirement Plan | 2023 | $54,689 | not reported in the loaded dataset |
| Lewis Brothers Bakeries, Inc. | Lewis Brothers Bakeries, Inc. Savings Plan | 2023 | $9,531 | $33,994 |
| Irg Realty Advisors, LLC | Irg Realty Advisors 401(K) Plan | 2023 | $31,318 | not reported in the loaded dataset |
| La Posada At Park Centre, Inc. | La Posada Employee Savings And Retirement Plan | 2023 | $25,893 | not reported in the loaded dataset |
| Applegate Greenfiber Acquisition, LLC | Applegate Greenfiber Acquisition, LLC 401(K) Retirement Savings Plan | 2023 | $24,527 | not reported in the loaded dataset |
| Brechbuhler Truck Sales, LLC | Brechbuhler Truck Sales, LLC 401k Psp & Trust | 2023 | $16,597 | not reported in the loaded dataset |
| Palletized Trucking Inc. | Palletized Trucking, Inc. 401k & Profit Sharing Plan | 2023 | $16,250 | not reported in the loaded dataset |
| Matric Limited, Inc. | Matric Limited, Inc. Profit Sharing 401(K)Plan | 2023 | $11,197 | not reported in the loaded dataset |
| Park Place Associates, LLC | Depaul Health 401(K) Retirement Plan | 2023 | $8,900 | not reported in the loaded dataset |
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