Cbiz Investment Advisory Svcs LLC — 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 Svcs LLC is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $263,095 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$263,095
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$263,095
Filings
8
Plan sponsors
7
Plans
8
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

Plan sponsors reporting the most compensation to Cbiz Investment Advisory Svcs LLC
SponsorStatePlansReported compensation
The Childrens Mercy HospitalMO2$66,074
Oberlin CollegeOH1$57,812
A.T. Still University Of Health SciencesMO1$45,791
Blach Construction CompanyCA1$39,719
Barts Electric Company, Inc.MO1$32,339
Westminster Village, Inc.AZ1$13,087
Pacific Medical Group, Inc.CA1$8,273

State footprint

Plans reporting Cbiz Investment Advisory Svcs LLC are sponsored in MO (4), CA (2), AZ (1), OH (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Oberlin CollegeOberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan2023$57,812not reported in the loaded dataset
A.T. Still University Of Health SciencesAtsu Employee Retirement Plan2023$45,791not reported in the loaded dataset
The Childrens Mercy HospitalChildren'S Mercy Hospital Tax-Deferred Annuity Retirement Plan2023$43,115not reported in the loaded dataset
Blach Construction CompanyBlach Construction Company Retirement Plan2023$39,719not reported in the loaded dataset
Barts Electric Company, Inc.Barts Electric Company, Inc. Employees 401k Plan2023$32,339not reported in the loaded dataset
The Children'S Mercy HospitalThe Children'S Mercy Hospital Retirement Plan2023$22,959not reported in the loaded dataset
Westminster Village, Inc.Westminster Village, Inc. 403(B) Plan2023$13,087not reported in the loaded dataset
Pacific Medical Group, Inc.Pacific Medical Acquisition Co., Inc. 401(K) Plan2023$8,273not reported in the loaded dataset

Related Form 5500 pages