Greater Cleveland Partnership 401(k) Plan
Sponsored by Greater Cleveland Partnership · EIN 340149250 · Plan #002
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 80
- With balances
- 133
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 |
|---|---|---|
| Vantage Financial Group, Inc. CRD 105950 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vantage Financial Group Inc | Investment advisory (plan) | $45,180 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $27,880 |