Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
CBIZ Financial Solutions Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 27 retirement plans with 100 or more participants reported paying CBIZ Financial Solutions Inc. $5,000 or more. Those plans cover 40,845 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.4M. Per plan, the median was $94.56 per participant, with the middle half of plans between $21.92 and $151. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Ohio (5), Missouri (5) and California (3).
In 2009 it appeared on 70 such filings; in 2024, 27 (down 61%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $21.92 | $94.56 | $151 |
| Compensation as a share of plan net assets | 0.07% | 0.17% | 0.21% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Presbyterian Homes and Services Tax Deferred Annuity Plan | Presbyterian Homes and Services | MN | 8,914 | $122M | $85K |
| Dealer Tire LLC 401(k) Savings Plan | Dealer Tire, LLC | OH | 7,267 | $419M | $37K |
| Advance America, Cash Advance Centers, Inc. Retirement Savings 401(k) Plan | Advance America Cash Advance Centers Inc. | SC | 3,161 | $39.7M | $9,060 |
| New Liberty Hospital Corporation Retirement Income Plan | New Liberty Hospital Corporation | MO | 3,060 | $171M | $23K |
| Citizens Memorial Health Care System Matched Savings Plan | Citizens Memorial Hospital District | MO | 2,985 | $90.8M | $46K |
| Citizens Memorial Health Care System Profit Sharing Plan | Citizens Memorial Hospital District | MO | 2,842 | $40.9M | $32K |
| Mount Saint Mary's University Defined Contribution Retirement Plan | Mount Saint Mary's University | MD | 1,850 | $104M | $8,214 |
| Alita Care & Affiliates 401(k) Plan | Alita Care Holdings LLC | AZ | 1,511 | $45.6M | $80K |
| Local 441 Plumbers & Pipefitters Retirement Plan | Plumbers & Pipefitters Local Union No. 441 | IL | 1,414 | $84.1M | $122K |
| Third Federal 401(k) Savings Plan | Third Federal Savings and Loan Association of Cleveland | OH | 1,093 | $205M | $165K |
| Foresight Energy LLC 401(k) Plan | Foresight Energy LLC | MO | 945 | $68.0M | $73K |
| Advanced Chemical Transport LLC Retirement Savings | Advanced Chemical Transport LLC | CA | 935 | $41.7M | $70K |
| Sparefoot, Inc. 401(k) Plan | Sparefoot, Inc. | TX | 788 | $36.2M | $75K |
| Ryan Lawn & Tree, Inc. Savings Plan | Ryan Lawn & Tree, Inc. | KS | 622 | $27.6M | $23K |
| Frontier Technology, Inc. 401(k) Plan | Frontier Technology, Inc. | OH | 608 | $62.0M | $115K |
| Magnifi Financial 401(k) Plan & Trust | Magnifi Financial Credit Union | MN | 467 | $57.5M | $100K |
| First United Corporation 401(k) Profit Sharing Plan | First United Corporation | MD | 463 | $43.3M | $13K |
| The Millcraft Paper Company Savings & Investment Plan | The Millcraft Paper Company | OH | 313 | $22.9M | $47K |
| CP Group 401(k) Plan | CPG Property Services LLC | FL | 310 | $15.4M | $37K |
| Sci Engineering, Inc. 401(k) Retirement Plan | Sci Engineering, Inc. | MO | 266 | $15.6M | $36K |
| Tri Valley Health System Retirement Plan | Cambridge Memorial Hospital, Inc. DBA Tri Valley Health System | NE | 224 | $13.0M | $47K |
| Macinnis Group, LLC 401(k) Plan | Macinnis Group, LLC | PA | 157 | $10.5M | $23K |
| Delta Dental of Kansas, Inc. 401(k) Retirement Plan | Delta Dental of Kansas, Inc. | KS | 154 | $36.0M | $71K |
| First Florida Constructors, LLC Profit Sharing Plan | First Florida Constructors, LLC | FL | 133 | $9.8M | $16K |
| Notre Dame High School 401(k) Retirement Plan | Notre Dame High School | CA | 133 | $15.5M | $33K |
| Hope Hospice, Inc. Retirement Plan | Hope Hospice, Inc. | CA | 129 | $4.7M | $16K |
| Radix Wire & Cable, LLC 401(k) Plan | Radix Wire & Cable, LLC | OH | 101 | $8.1M | $24K |
Questions and answers
How many plans does CBIZ Financial Solutions Inc. serve?
27 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay CBIZ Financial Solutions Inc.?
The median plan reported $94.56 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.17% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (17 plans), Investment management (5 plans), Consulting (general) (3 plans) and Insurance services (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.