Plan Snapshot
- Plan Sponsor: Cleveland Brothers Holdings, INC.
- Sponsor EIN: 203561796
- Sponsor Address: 5300 PAXTON STREET, HARRISBURG, PA, 17111
- Plan Type: 401(k)
- Total Participants: 1,183
- Total Assets: $283.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,183 | $283.8M | $5.6M | $8.0M |
| 2023 | 1,131 | $259.9M | $11.7M | $7.6M |
| 2022 | 1,038 | $223.6M | $10.2M | $6.8M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $166,960 | — | $166,960 |
| THE VANGUARD GROUP, INC. | NONE | $12,890 | — | $12,890 |
| RSM US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- RSM US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,850
- Estimated Expense Ratio: 0.063% 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 | $178,510 | — | — | — | — |
| 2023 | $156,570 | — | — | — | — |
| 2022 | $147,764 | — | — | — | — |