Plans listing this provider
115
0.20% of the 56,420 plans with Schedule H financials; 86 in 2023
Providers › CBIZ Cpas P.C.
CBIZ Cpas P.C.
- Service provider, as named on Schedule C
- EIN 431947695
- Plan year 2024
- Direct compensation reported $2,986,446
Assets of those plans
$97,084,102,922
1.25% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,986,446
97% 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) | 108 |
| 50 | Direct payment from the plan | 33 |
| 99 | Other fees | 6 |
| 16 | Consulting (general) | 3 |
| 15 | Recordkeeping and information management | 3 |
| 27 | Investment advisory (plan) | 2 |
| 13 | Contract administrator | 2 |
| 17 | Consulting (pension) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Southwest Airlines Co. Retirement Savings Plan | Southwest Airlines | $16,991,748,637 | 85,318 | $67,400 |
| Marriott Retirement Savings Plan | Marriott International | $11,712,016,434 | 127,452 | $25,500 |
| Trinet 401(k) Plan | Gemelli Biotech | $8,710,441,603 | 20,530 | $36,500 |
| Science Applications International Corporation Retirement Plan | Science Applications International | $5,420,553,885 | 31,738 | $23,760 |
| Georgia-pacific LLC 401(k) Retirement Savings Plan | Georgia-pacific | $4,722,128,339 | 22,210 | $24,985 |
| Koch Employees' Savings Plan | Koch Companies | $4,337,744,163 | 17,960 | $23,149 |
| Trinet Select 401(k) Plan | Trinet HR IV | $2,954,693,069 | 20,148 | $35,500 |
| General Atomics 401(k) Retirement Savings Plan | General Atomics | $2,766,885,837 | 15,974 | $31,672 |
| Republic Services, Inc. 401(k) Plan | Republic Services | $2,666,764,279 | 40,682 | $85,500 |
| Oasis Retirement Savings Plan | Oasis Outsourcing Holdings | $2,126,902,848 | 67,765 | $79,800 |
| ORI 401(k) Savings and Profit Sharing Plan | Old Republic International | $2,125,326,350 | 13,521 | $47,500 |
| RAI 401k Savings Plan | Reynolds American | $2,022,417,518 | 8,190 | $81,069 |
| SS&C Technologies, Inc. 401(k) Retirement Savings Plan | SS&C Technologies | $1,797,361,469 | 14,189 | $26,250 |
| Microchip Technology Incorporated Savings Plan | Microchip Technology | $1,610,270,293 | 8,680 | $23,320 |
| Simplot Retirement Savings Plan | J.R. Simplot | $1,560,177,552 | 12,362 | $22,500 |
| CDM Smith Inc. Capital Accumulation Planrecordkeeper | CDM Smith | $1,511,242,540 | 6,493 | $33,926 |
| Georgia-pacific LLC Hourly 401(k) Plan | Georgia-pacific | $1,486,338,993 | 20,425 | $22,060 |
| Molex Retirement and Savings Plan | Molex | $1,303,693,529 | 8,786 | $22,059 |
| Brown Health 401(k) Retirement Savings Plan | Lifespan Corporation DBA Brown University Health | $1,246,332,985 | 22,380 | $21,220 |
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines | $1,181,558,760 | 3,511 | $22,400 |
| Infor 401(k) Savings Plan | Infor (US) | $1,147,501,152 | 6,443 | $18,203 |
| First Horizon Corporation Savings Plan | First Horizon | $1,118,003,700 | 9,671 | $56,010 |
| DST Systems, Inc. 401(k) Profit Sharing Plan | DST Systems | $1,094,048,460 | 4,521 | $21,840 |
| Tufts Medicine, Inc. 403(b) Retirement Plan | Tufts Medicine | $991,932,046 | 11,203 | $56,910 |
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines | $961,923,844 | 6,133 | $16,800 |
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.