The Cleveland Foundation Retirement Plan
Sponsored by The Cleveland Foundation · EIN 340714588 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 84
- With balances
- 114
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Peak Wealth Solutions, Inc. CRD 127391 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $81,419 |
| Peak Wealth Solutions | Investment advisory (plan), Other fees | $47,770 |
| Fidelity Investments Inst Oper Co | Recordkeeping fees, Account maintenance fees | $240 |