DFX Intelligence

3 more advisory clients, 83 more other clients, 217 more Schedule C rows and 7 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Cbiz Ris

unclassified

3 more advisory clients, 83 more other clients, 217 more Schedule C rows and 7 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

6 allocators

Ufcw Local 174 Retail Pension Fund General consultantthrough Jun 30, 2023 Form 5500
N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund Pension consultantthrough Apr 30, 2023 Form 5500
West Pharmaceutical Services, Inc. Employees' Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500

+3 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

86 allocators

+83 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

220 rows, $28.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Ufcw Local 174 Commercial Pension Fund	2025	11 13 50	NONE	$125,874
Massachusetts Service Employees' Pension Fund	2025	11 17 50 70	NONE	$28,500
The Painters & Allied Trades Paint Makers Pension	2025	11	NONE	$19,664

+217 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2025Consultant changedinferencePension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342
Cbiz Retirement Plan Services no longer appears on Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342's Schedule C as pension consultant (plan year 2025 vs 2024)
with Cbiz Risaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceHourly Employees Retirement Plan of Bradken, Inc.
Cbiz Benefits & Insurance Services appears on Hourly Employees Retirement Plan of Bradken, Inc.'s Schedule C as pension consultant (plan year 2024 vs 2023)
with Cbiz Risaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePension Plan for the Employees of L'Oreal Travel Retail Americas, Inc.
Cbiz, Inc. no longer appears on Pension Plan for the Employees of L'Oreal Travel Retail Americas, Inc.'s Schedule C as pension consultant (plan year 2024 vs 2023)
with Cbiz Risaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceCSL Behring L.L.C. Union Pension Plan
Cbiz no longer appears on CSL Behring L.L.C. Union Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with Cbiz Risaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMet-Pro Technologies LLC Consolidated Pension Plan
Cbiz no longer appears on Met-Pro Technologies LLC Consolidated Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with Cbiz Risaskebsa.dol.gov

+7 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.