Cleveland Institute Of Art Defined Contribution And Tax Deferred Annuity Plan
Sponsored by Cleveland Institute Of Art · EIN 340714334 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 94
- With balances
- 260
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Assoc | Recordkeeping, Consulting (general), Other fees | $21,239 |
| Nfp Retirement Inc | Investment advisory (plan) | $17,000 |
| Flexpath Strategies, Llc | Investment advisory (plan) | $14,232 |
| Maloney + Novotny Llc | Accounting | $6,626 |