Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › CBIZ Cpas P.C.
CBIZ Cpas P.C.
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $486,111
Assets of those plans
$2,357,857,747
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$486,111
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 15 |
| 50 | Direct payment from the plan | 5 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Related Partners, Inc. Retirement Savings Plan | Related Partners | $407,169,645 | 5,880 | $29,000 |
| Standardaero 401k Savings Plan | Standardaero Business Aviation Services | $363,981,444 | 3,712 | $19,950 |
| Stonex Group Inc. 401(k) Plan | StoneX Group | $309,201,812 | 2,294 | $97,872 |
| District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust | District Medical Group | $300,343,077 | 1,139 | $5,250 |
| Vicor Corporation 401k Plan | Vicor | $186,360,466 | 1,178 | $30,188 |
| The Burke Group 401(k) Profit Sharing Plan | Burke Group | $138,080,880 | 565 | $26,229 |
| The Alerislife Retirement Plan | AlerisLife | $128,255,201 | 5,874 | $28,840 |
| LCM Investments Holdings II, LLC 401(k) Plan | LCM Investments Holdings II | $118,515,391 | 7,377 | $79,800 |
| Searles Valley Minerals 401(k) Plan | Searles Valley Minerals | $114,983,019 | 701 | $29,646 |
| Gables Residential Services, Inc. 401(k) Plan | Gables Residential Services | $103,882,356 | 1,109 | $34,650 |
| Swarovski Employee Retirement Savings Plan | Swarovski U.S. Holdings | $80,665,202 | 1,224 | $22,050 |
| New England Cancer Specialists Profit Sharing Plan | Maine Center for Cancer Medicine & Blood Disorders P.A. D/B | $41,593,207 | 353 | $19,570 |
| Dellinger Group Profit Sharing Plan | Dellinger Management Services | $28,818,344 | 176 | $15,350 |
| Standard Construction Co., Inc. 401(k) Profit Sharing Plan | Standard Construction | $17,132,817 | 127 | $15,000 |
| Mastercraft Electric, Inc. Retirement Plan | Mastercraft Electric | $10,083,144 | 154 | $16,543 |
| Parasole Employee 401(k) Profit Sharing & Savings Plan | Parasole Restaurant Holdings | $8,791,742 | 430 | $8,400 |
| Foursight Capital, LLC 401(k) Plan | Foursight Capital | $0 | 0 | $7,773 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.