Cbiz Investment Advisory Services L — 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 L is reported as a service provider on 39 loaded Form 5500 filing(s) across 39 plan sponsor(s) and 39 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,166,289 and reported indirect compensation totals $173,224.
Reported compensation summary
- Reported direct compensation
- $1,166,289
- Reported indirect compensation
- $173,224
- Total reported compensation
- $1,339,513
- Filings
- 39
- Plan sponsors
- 39
- Plans
- 39
- 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 |
|---|---|---|---|
| Parkdale Mills, Inc. | NC | 1 | $103,432 |
| Heartland, LLC | MO | 1 | $79,985 |
| John Knox Village | MO | 1 | $75,000 |
| Ammega Us Inc | MO | 1 | $74,591 |
| Southern College Of Optometry | TN | 1 | $69,795 |
| Polymer Additives, Inc. | OH | 1 | $67,309 |
| Populous Group, LLC | MO | 1 | $66,515 |
| Bryant & Stratton College, Inc. | NY | 1 | $60,044 |
| Heritage Commerce Corp | CA | 1 | $54,239 |
| Baker Commodities, Inc. | CA | 1 | $51,918 |
State footprint
Plans reporting Cbiz Investment Advisory Services L are sponsored in OH (8), CA (5), MO (5), AZ (3), PA (3), MD (3), VA (2), FL (2), KS (2), NC (2), TN (2), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Parkdale Mills, Inc. | Parkdale, Incorporated Retirement Plan | 2023 | $103,432 | not reported in the loaded dataset |
| Heartland, LLC | Heartland, LLC 401(K) Plan | 2023 | $79,985 | not reported in the loaded dataset |
| John Knox Village | John Knox Village Retirement Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Ammega Us Inc | Ammega 401(K) Plan | 2023 | $74,591 | not reported in the loaded dataset |
| Southern College Of Optometry | Southern College Of Optometry Defined Contribution Plan | 2023 | $69,795 | not reported in the loaded dataset |
| Polymer Additives, Inc. | Polymer Additives, Inc. 401(K) Savings Plan | 2023 | $67,309 | not reported in the loaded dataset |
| Populous Group, LLC | Populous 401(K) Retirement Savings Plan | 2023 | $66,515 | not reported in the loaded dataset |
| Bryant & Stratton College, Inc. | Bryant & Stratton 401(K) Savings Plan | 2023 | $60,044 | not reported in the loaded dataset |
| Heritage Commerce Corp | Heritage Commerce Corp 401(K) Savings Plan | 2023 | $54,239 | not reported in the loaded dataset |
| Baker Commodities, Inc. | Baker Commodities Supplemental Retirement Savings Plan And Trust | 2023 | $51,918 | not reported in the loaded dataset |
| Inspiritec, Inc. | Inspritec, Inc. 401k Retirement Plan | 2023 | $45,153 | not reported in the loaded dataset |
| 3b Medical, Inc. Dba React Health | React Health 401(K) Plan | 2023 | $43,679 | not reported in the loaded dataset |
| Service Coordination, Inc. | Service Coordination, Inc. Tax Deferred Savings Plan | 2023 | $142 | $41,496 |
| Denison University | Denison University Retirement Plan | 2023 | $38,776 | not reported in the loaded dataset |
| A10 Networks, Inc. | A10 Networks 401(K) Plan | 2023 | $35,961 | not reported in the loaded dataset |
| Rescue Agency Public Benefit, LLC | Rescue Agency Public Benefit, LLC 401(K) Plan | 2023 | $0 | $34,146 |
| U.S. Cotton, LLC | U.S. Cotton, LLC Retirement Savings Plan | 2023 | $31,419 | not reported in the loaded dataset |
| Maryland Institute College Of Art | Maryland Institute College Of Art Defined Contribution 403(B) Retirement Plan | 2023 | $31,050 | not reported in the loaded dataset |
| C&C Sales, Inc. | C&C Sales, Inc. Profit Sharing Plan | 2023 | $30,255 | not reported in the loaded dataset |
| Gallagher Sharp | Gallagher Sharp 401(K) Plan | 2023 | $29,835 | not reported in the loaded dataset |
| V.N.A. Corporation | Vna Retirement Plan | 2023 | $28,633 | not reported in the loaded dataset |
| Soltesz, Inc. | Soltesz, Inc. Profit Sharing Plan | 2023 | $445 | $24,834 |
| Childrens Clinics For Rehabilitative Services | Children'S Clinics For Rehabilitative Services 401(K) Plan | 2023 | $0 | $25,256 |
| Valiant Solutions LLC | Valiant Solutions LLC 401(K)Profit Sharing Plan And Trust | 2023 | $24,290 | not reported in the loaded dataset |
| Martin-Baker America, Inc. | Martin-Baker America, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $23,645 |
| Health Connect America | Health Connect America Retirement Savings Plan | 2023 | $23,335 | not reported in the loaded dataset |
| Foam Seal, Inc. | Foam Seal, Inc. 401(K) Plan | 2023 | $20,794 | not reported in the loaded dataset |
| Farmers Investment Co. | Farmers Investment Co. 401(K) Savings Plan And Trust | 2023 | $15,050 | not reported in the loaded dataset |
| Randall Construction Holdings, Inc. | Randall Family Companies 401(K) Profit Sharing Plan | 2023 | $0 | $13,748 |
| Franklin Loan Center | Franklin Loan Center 401(K) Plan | 2023 | $13,250 | not reported in the loaded dataset |
| Alloy Precision Technologies | Alloy Precision Technologies 401(K) Profit Sharing Plan | 2023 | $12,042 | not reported in the loaded dataset |
| Universal Production Corporation | Universal Production Corp 401(K) Plan | 2023 | $0 | $10,099 |
| Glaz-Tech Industries, Inc. | Glaz-Tech Industries, Inc. 401(K) Plan | 2023 | $9,345 | not reported in the loaded dataset |
| Cardinal Systems, Inc. | Cardinal Systems Inc 401(K) Plan | 2023 | $8,148 | not reported in the loaded dataset |
| Close Up Foundation | Close Up Foundation 403(B) Retirement Plan | 2023 | $6,980 | $0 |
| Antioch University | Antioch University Defined Contribution Retirement Plan And Tda For Staff Employees | 2023 | $6,400 | not reported in the loaded dataset |
| Compqsoft, Inc. | Compqsoft, Inc. 401(K) Plan | 2023 | $4,304 | not reported in the loaded dataset |
| Porter-Gaud School | Porter-Gaud School Defined Contribution Retirement Plan | 2023 | $4,140 | not reported in the loaded dataset |
| Kurtz Bros., Inc. | Kurtz Bros., Inc. 401(K) Profit Sharing & Retirement Plan | 2023 | $35 | $0 |
Related Form 5500 pages
- Parkdale, Incorporated Retirement Plan (plan 333)
- Parkdale Mills, Inc. — all reported plans
- Heartland, LLC 401(K) Plan (plan 001)
- Heartland, LLC — all reported plans
- John Knox Village Retirement Plan (plan 001)
- John Knox Village — all reported plans
- Ammega 401(K) Plan (plan 001)
- Ammega Us Inc — all reported plans
- Southern College Of Optometry Defined Contribution Plan (plan 002)
- Southern College Of Optometry — all reported plans
- Polymer Additives, Inc. 401(K) Savings Plan (plan 001)
- Polymer Additives, Inc. — all reported plans
- Populous 401(K) Retirement Savings Plan (plan 001)
- Populous Group, LLC — all reported plans
- Bryant & Stratton 401(K) Savings Plan (plan 004)
- Bryant & Stratton College, Inc. — all reported plans
- Heritage Commerce Corp 401(K) Savings Plan (plan 003)
- Heritage Commerce Corp — all reported plans
- Baker Commodities Supplemental Retirement Savings Plan And Trust (plan 003)
- Baker Commodities, Inc. — all reported plans
- Inspritec, Inc. 401k Retirement Plan (plan 002)
- Inspiritec, Inc. — all reported plans
- React Health 401(K) Plan (plan 001)
- 3b Medical, Inc. Dba React Health — all reported plans
- Service Coordination, Inc. Tax Deferred Savings Plan (plan 001)
- Service Coordination, Inc. — all reported plans
- Denison University Retirement Plan (plan 002)
- Denison University — all reported plans
- A10 Networks 401(K) Plan (plan 001)
- A10 Networks, Inc. — all reported plans
- Rescue Agency Public Benefit, LLC 401(K) Plan (plan 001)
- Rescue Agency Public Benefit, LLC — all reported plans
- U.S. Cotton, LLC Retirement Savings Plan (plan 010)
- U.S. Cotton, LLC — all reported plans
- Maryland Institute College Of Art Defined Contribution 403(B) Retirement Plan (plan 001)
- Maryland Institute College Of Art — all reported plans
- C&C Sales, Inc. Profit Sharing Plan (plan 002)
- C&C Sales, Inc. — all reported plans
- Gallagher Sharp 401(K) Plan (plan 002)
- Gallagher Sharp — all reported plans
- Vna Retirement Plan (plan 001)
- V.N.A. Corporation — all reported plans
- Soltesz, Inc. Profit Sharing Plan (plan 001)
- Soltesz, Inc. — all reported plans
- Children'S Clinics For Rehabilitative Services 401(K) Plan (plan 001)
- Childrens Clinics For Rehabilitative Services — all reported plans
- Valiant Solutions LLC 401(K)Profit Sharing Plan And Trust (plan 001)
- Valiant Solutions LLC — all reported plans
- Martin-Baker America, Inc. 401(K) Profit Sharing Plan (plan 001)
- Martin-Baker America, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources