# Cleveland-Cliffs INC. 401(k) Plan
Source: https://planprovider.pro/companies/cleveland-cliffs-inc-attn-kurt-j-holland-401k-plan

> Cleveland-Cliffs INC.'s 401(k) plan: 774 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cleveland-Cliffs INC.

- **Sponsor EIN:** 341464672

- **Sponsor Address:** 200 PUBLIC SQUARE, CLEVELAND, OH, 441142315

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

- **Total Participants:** 774

- **Total Assets:** $241.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|774|$241.3M|$3.0M|$8.5M|

| 2023|1,355|$255.2M|$3.3M|$10.8M|

| 2022|709|$182.2M|$2.5M|$7.2M|

## 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|

| STRATEGIC ADVISORS, INC|ADVISOR|$49,850|—|$49,850|

| MEADEN & MOORE, LTD|ACCOUNTANT|$12,260|—|$12,260|

| FIDELITY INV INST OPERATIONS CO|RECORDKEEPER|$7,281|—|$7,281|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$5,266|—|$5,266|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MEADEN & MOORE, LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — ACCOUNTANT

- [FIDELITY INV INST OPERATIONS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,657

- **Estimated Expense Ratio:** 0.031% 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|$76,417|$56,876|—|$12,260|—|

| 2023|$86,331|$60,684|—|$14,100|—|

| 2022|$99,358|$35,292|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cleveland-cliffs-inc-attn-kurt-j-holland-401k-plan)

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