Cbiz Retirement Plan Services
Torrance, CA
Cbiz Retirement Plan Services of Torrance, CA is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans across 4 states, with $247 in reported broker commissions (plan year 2025).
Quick answer
Cbiz Retirement Plan Services (Torrance, CA) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cbiz Retirement Plan Services have?
- Cbiz Retirement Plan Services is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 4 states.
- Who are Cbiz Retirement Plan Services's largest employer clients?
- By plan participants, the largest include K & G Petroleum, LLC (525 participants), The Gehr Group, Inc. (146 participants) and Abrams Consulting, Pc Dba Colorado Preventive Medicine (5 participants).
- How much does Cbiz Retirement Plan Services earn in commissions?
- Insurers reported $247 in broker commissions and $46,747 in fees paid to Cbiz Retirement Plan Services for plan year 2025, per Schedule A Part 1.
- Where is Cbiz Retirement Plan Services located?
- Cbiz Retirement Plan Services is based in Torrance, CA and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cbiz Retirement Plan Services on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| K & G Petroleum, LLC | CO | 525 | 2024-12-31 |
| The Gehr Group, Inc. | CA | 146 | 2024-12-31 |
| Abrams Consulting, Pc Dba Colorado Preventive Medicine | CO | 5 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.