AUMdb

Cleveland Cliffs Inc. & Its Associated Employers Salaried Employees Savings Plan

Sponsored by Cleveland Cliffs Inc. · EIN 341464672 · Plan #010

Total assets
$241M
Net assets
$241M
Active participants
774
With balances
1,125

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc Investment advisory (plan) $49,850
Meaden & Moore, Ltd Accounting $12,260
Fidelity Inv Inst Operations Co Participant loan processing, Recordkeeping fees, Account maintenance fees $7,281
Ubs Financial Services Inc Investment advisory (plan) $5,266