Plan Snapshot
- Plan Sponsor: Cbiz, INC.
- Sponsor EIN: 222769024
- Sponsor Address: 5959 ROCKSIDE WOODS BLVD. N. SUITE, CLEVELAND, OH, 44131
- Plan Type: 401(k)
- Total Participants: 6,992
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,992 | $1.4B | $21.4M | $71.0M |
| 2023 | 6,846 | $1.2B | $19.7M | $65.1M |
| 2022 | 6,370 | $1.0B | $16.6M | $54.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $331,805 | — | — | — | — |
| 2023 | $301,958 | — | — | $46,000 | — |
| 2022 | $291,995 | — | $291,995 | — | — |