# Cbiz, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cbiz-inc-401k-plan

> Cbiz, INC.'s 401(k) plan: 6,992 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORD KEEPER|$331,805|—|$331,805|

| KPMG LLP|AUDITOR|$48,300|—|$48,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $380,105

- **Estimated Expense Ratio:** 0.027% of plan assets

### 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|—|—|

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