AUMdb

The Cleveland Museum Of Art 401(k) Retirement Plan Fka The Cleveland Museum Of Art 401(k) Plan

Sponsored by The Cleveland Museum Of Art · EIN 340714336 · Plan #002

Total assets
$31.8M
Net assets
$31.8M
Active participants
462
With balances
490

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $45,233
Gallagher Fiduciary Advisors Investment advisory (plan), Direct payment from the plan $12,000