Cbiz Investment Advisory Services — 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 Services is reported as a service provider on 157 loaded Form 5500 filing(s) across 150 plan sponsor(s) and 154 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,827,231 and reported indirect compensation totals $1,291,115.
Reported compensation summary
- Reported direct compensation
- $4,827,231
- Reported indirect compensation
- $1,291,115
- Total reported compensation
- $6,118,346
- Filings
- 157
- Plan sponsors
- 150
- Plans
- 154
- 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 |
|---|---|---|---|
| Liberty Utilities Co. | AZ | 3 | $283,401 |
| Life Time, Inc. | MN | 1 | $233,172 |
| Pregis LLC | IL | 1 | $167,465 |
| Presbyterian Homes And Services | MN | 2 | $131,889 |
| Consolidated Precision Products | OH | 1 | $126,382 |
| Vectrus Systems Corporation | CO | 1 | $125,835 |
| Crb Group, Inc. | MO | 1 | $113,999 |
| Jsp International Group, Ltd. | PA | 1 | $111,890 |
| Industrial Manufacturing Company, LLC | OH | 1 | $93,750 |
| Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla | MN | 1 | $93,723 |
State footprint
Plans reporting Cbiz Investment Advisory Services are sponsored in OH (38), MD (15), MO (15), AZ (14), GA (8), PA (8), MN (7), CA (6), IL (5), NC (4), MI (3), IN (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Life Time, Inc. | Life Time And Its Affiliates 401(K) Plan | 2023 | $233,172 | not reported in the loaded dataset |
| Liberty Utilities Co. | Liberty Utilities Defined Benefit Pension Plan | 2023 | $231,195 | not reported in the loaded dataset |
| Pregis LLC | Pregis LLC Retirement And Savings Plan | 2023 | $167,465 | not reported in the loaded dataset |
| Consolidated Precision Products | Consolidated Precision Products Corp Retirement And Savings Plan | 2023 | $126,382 | not reported in the loaded dataset |
| Vectrus Systems Corporation | Vectrus 401(K) Plan | 2023 | $125,835 | not reported in the loaded dataset |
| Crb Group, Inc. | Crb Group, Inc 401(K) Plan | 2023 | $113,999 | not reported in the loaded dataset |
| Jsp International Group, Ltd. | Jsp International Group, Ltd. And Affiliates 401(K) Salary Savings Plan | 2023 | $111,876 | $14 |
| Industrial Manufacturing Company, LLC | Imc Companies 401(K) & Investment Plan | 2023 | $93,750 | not reported in the loaded dataset |
| Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla | Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund | 2023 | $93,723 | not reported in the loaded dataset |
| Agilysys, Inc. | The Retirement Plan Of Agilysys, Inc. | 2023 | $85,000 | not reported in the loaded dataset |
| University Health Physicians | University Health Physicians 403(B) Retirement Plan | 2023 | $80,736 | not reported in the loaded dataset |
| Park Place Technologies, LLC | Park Place Technologies 401(K) Profit Sharing Plan | 2023 | $79,488 | not reported in the loaded dataset |
| Antioch University | Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees | 2023 | $77,837 | not reported in the loaded dataset |
| Morse Chevrolet, Inc. | Mccarthy Retirement Savings Plan | 2023 | $75,447 | not reported in the loaded dataset |
| Trico Group, LLC | First Brands Group 401(K) Plan | 2023 | $74,652 | not reported in the loaded dataset |
| High Point University | High Point University Retirement Plan | 2023 | $72,520 | not reported in the loaded dataset |
| Jtekt North America Corporation | Jtekt North America 401(K) Retirement Plan | 2023 | $72,000 | not reported in the loaded dataset |
| Grammer Inc. | Grammer 401(K) Plan | 2023 | $70,978 | not reported in the loaded dataset |
| News-Press & Gazette Company | News-Press & Gazette Employees' 401(K) Plan | 2023 | $0 | $70,745 |
| Imcd Holdings U.S., Inc. | Imcd Holdings U.S., Inc. 401(K) Plan | 2023 | $70,510 | not reported in the loaded dataset |
| Commercial Vehicle Group, Inc. | Commercial Vehicle Group, Inc. 401(K) Plan | 2023 | $70,475 | not reported in the loaded dataset |
| Garland Industries, Inc. | Garland Industries, Inc. Savings And Security Plan | 2023 | $69,639 | not reported in the loaded dataset |
| Presbyterian Homes And Services | Presbyterian Homes And Services Tax Deferred Annuity Plan | 2023 | $0 | $69,230 |
| The Tranzonic Companies | The Tranzonic Companies Salary Savings And Profit Sharing Plan | 2023 | $69,049 | not reported in the loaded dataset |
| Buckingham, Doolittle & Burroughs | Buckingham, Doolittle & Burroughs, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $67,810 | not reported in the loaded dataset |
| La Costena Usa | La Costena Usa 401(K) Plan | 2023 | $67,592 | not reported in the loaded dataset |
| Lewis Brothers Bakeries, Inc. | Lewis Brothers Bakeries, Inc. Pension Plan | 2023 | $66,865 | not reported in the loaded dataset |
| Cvr Management, LLC | Cvr Management, LLC 401(K) Plan | 2023 | $0 | $62,996 |
| Presbyterian Homes And Services | Presbyterian Homes And Services Employees Retirement Savings And Investment Plan | 2023 | $0 | $62,659 |
| Trustees Of Grinnell College | Grinnell College Employees Retirement Savings Plan | 2023 | $62,200 | not reported in the loaded dataset |
| Wallis Companies | Wallis Companies 401(K) Plan | 2023 | $62,154 | not reported in the loaded dataset |
| Champion Laboratories, Inc. | Champion Laboratories, Inc. 401(K) Retirement Plan | 2023 | $0 | $60,860 |
| North American Science Associates, LLC | North American Science Associates, LLC Profit Sharing & 401(K) Plan | 2023 | $57,334 | not reported in the loaded dataset |
| Monogram Management Services, Inc. | Monogram Food Solutions 401(K) Plan | 2023 | $55,000 | not reported in the loaded dataset |
| Ornua Foods North America, Inc. | Ornua North America 401(K) Plan | 2023 | $53,544 | not reported in the loaded dataset |
| Liberty Utilities Co. | The Empire District Electric Company Retiree Health Care Plan | 2023 | $51,334 | not reported in the loaded dataset |
| Mid-America Real Estate, Corp. | Mid-America Real Estate Corp. 401(K) Plan & Trust | 2023 | $51,043 | not reported in the loaded dataset |
| Webster University | Webster University Defined Contribution Retirement Plan | 2023 | $50,933 | not reported in the loaded dataset |
| Heritage Pharma Holdings, Inc. D/B/A Avet Pharmaceuticals Holdings Inc | Avet Pharma 401(K) Plan | 2023 | $50,044 | not reported in the loaded dataset |
| Havis, Inc. | Havis, Inc. 401(K) Plan | 2023 | $49,720 | not reported in the loaded dataset |
| Elkem Silicones Usa Corp. | Elkem Silicones Usa Corp. 401(K) Profit Sharing Plan | 2023 | $48,009 | not reported in the loaded dataset |
| Franciscan University Of Steubenville | Franciscan University Of Steubenville Defined Contribution Retirement Plan | 2023 | $47,740 | not reported in the loaded dataset |
| Overdrive, Inc. | Overdrive, Inc. 401(K) Retirement Plan | 2023 | $44,779 | not reported in the loaded dataset |
| Sumiriko Ohio, Inc. | Srk Retirement Savings & Investment Plan | 2023 | $44,250 | not reported in the loaded dataset |
| Harding University | Harding University Defined Contribution Retirement Plan | 2023 | $43,379 | not reported in the loaded dataset |
| C. J. Coakley Co., Inc. | C. J. Coakley Co., Inc. 401(K) & Davis Bacon Plan | 2023 | $42,681 | not reported in the loaded dataset |
| Cms Operations, LLC | Cms Operations, LLC 401(K) Plan | 2023 | $42,191 | not reported in the loaded dataset |
| Consolidated Supply Co. | Profit Sharing And Salary Deferral Plan Of Consolidated Supply Co. | 2023 | $41,163 | not reported in the loaded dataset |
| John Carroll University | John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan | 2023 | $41,128 | not reported in the loaded dataset |
| Gray Manufacturing Company, Inc. | Gray Manufacturing Company, Inc. Retirement Plan | 2023 | $94 | $41,000 |
Related Form 5500 pages
- Life Time And Its Affiliates 401(K) Plan (plan 001)
- Life Time, Inc. — all reported plans
- Liberty Utilities Defined Benefit Pension Plan (plan 007)
- Liberty Utilities Co. — all reported plans
- Pregis LLC Retirement And Savings Plan (plan 001)
- Pregis LLC — all reported plans
- Consolidated Precision Products Corp Retirement And Savings Plan (plan 001)
- Consolidated Precision Products — all reported plans
- Vectrus 401(K) Plan (plan 013)
- Vectrus Systems Corporation — all reported plans
- Crb Group, Inc 401(K) Plan (plan 001)
- Crb Group, Inc. — all reported plans
- Jsp International Group, Ltd. And Affiliates 401(K) Salary Savings Plan (plan 001)
- Jsp International Group, Ltd. — all reported plans
- Imc Companies 401(K) & Investment Plan (plan 001)
- Industrial Manufacturing Company, LLC — all reported plans
- Misc Drivers And Helpers Local #638 Health, Welfare, Eye And Dental Fund (plan 501)
- Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla — all reported plans
- The Retirement Plan Of Agilysys, Inc. (plan 001)
- Agilysys, Inc. — all reported plans
- University Health Physicians 403(B) Retirement Plan (plan 001)
- University Health Physicians — all reported plans
- Park Place Technologies 401(K) Profit Sharing Plan (plan 001)
- Park Place Technologies, LLC — all reported plans
- Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees (plan 001)
- Antioch University — all reported plans
- Mccarthy Retirement Savings Plan (plan 002)
- Morse Chevrolet, Inc. — all reported plans
- First Brands Group 401(K) Plan (plan 002)
- Trico Group, LLC — all reported plans
- High Point University Retirement Plan (plan 001)
- High Point University — all reported plans
- Jtekt North America 401(K) Retirement Plan (plan 003)
- Jtekt North America Corporation — all reported plans
- Grammer 401(K) Plan (plan 001)
- Grammer Inc. — all reported plans
- News-Press & Gazette Employees' 401(K) Plan (plan 001)
- News-Press & Gazette Company — all reported plans
- Imcd Holdings U.S., Inc. 401(K) Plan (plan 001)
- Imcd Holdings U.S., Inc. — all reported plans
- Commercial Vehicle Group, Inc. 401(K) Plan (plan 020)
- Commercial Vehicle Group, Inc. — all reported plans
- Garland Industries, Inc. Savings And Security Plan (plan 001)
- Garland Industries, Inc. — all reported plans
- Presbyterian Homes And Services Tax Deferred Annuity Plan (plan 007)
- Presbyterian Homes And Services — all reported plans
- The Tranzonic Companies Salary Savings And Profit Sharing Plan (plan 006)
- The Tranzonic Companies — all reported plans
- Buckingham, Doolittle & Burroughs, LLC 401(K) Profit Sharing Plan And Trust (plan 002)
- Buckingham, Doolittle & Burroughs — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources