Third Federal 401(k) Savings Plan
Sponsored by Third Federal Savings And Loan Association Of Cleveland · EIN 340573493 · Plan #002
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 927
- With balances
- 1,072
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $223,052 |
| Cbiz Investment Advisory Services, | Investment management, Other fees | $73,792 |
| Meaden & Moore | Accounting, Other fees | $22,000 |
| Thompson Hine | Legal, Other fees | $0 |