# Cleaveland/Price, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cleaveland-price-inc-401k-plan

> Cleaveland/Price, INC.'s 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cleaveland/Price, INC.

- **Sponsor EIN:** 362765905

- **Sponsor Address:** 14000 ROUTE 993, TRAFFORD, PA, 15085

- **Plan Type:** 401(k)

- **Total Participants:** 319

- **Total Assets:** $45.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|319|$45.5M|$2.1M|$1.9M|

| 2023|264|$38.2M|$1.8M|$1.6M|

| 2022|250|$31.7M|$1.5M|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ROBERT W. BAIRD & CO.|INVESTMENT ADVISOR|$73,753|—|$73,753|

| EMPOWER ANNUITY INSURANCE COMPANY|RECODKEEPER|$29,617|—|$29,617|

| PENNSYLVANIA PENSION PLANNERS, INC.|CONTRACT ADMIN|$10,596|—|$10,596|

| DELUZIO & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELUZIO & COMPANY LLP](https://planprovider.pro/provider/deluzio-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $113,966

- **Estimated Expense Ratio:** 0.251% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$113,966|—|—|—|—|

| 2023|$92,630|—|—|—|—|

| 2022|$18,055|—|—|—|—|

## Similar Plans

- [Airline Hydraulics Corporation](https://planprovider.pro/companies/airline-hydraulics-corporation-plan-002) — 326 participants

- [Tps, LLC](https://planprovider.pro/companies/tps-llc-401k-plan) — 372 participants

- [Abec, INC.](https://planprovider.pro/companies/abec-inc-401k-plan) — 385 participants

- [Flatiron Crane Operating Company, LLC](https://planprovider.pro/companies/flatiron-crane-operating-company-llc-401k-plan) — 524 participants

- [Hydac Technology Corporation](https://planprovider.pro/companies/hydac-technology-corporation-401k-plan) — 981 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cleaveland-price-inc-401k-plan)

© 2026 PlanProvider.Pro