# Cleveland Brothers Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cleveland-brothers-holdings-inc-401k-plan

> Cleveland Brothers Holdings, INC.'s 401(k) plan: 1,183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [RSM US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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