Cleveland Brothers Retirement Plan For Union Employees
Sponsored by Cleveland Brothers Holdings, Inc. · EIN 203561796 · Plan #008
- Total assets
- $65.2M
- Net assets
- $65.2M
- Active participants
- 346
- With balances
- 563
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $40,012 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $3,923 |