# Cleveland Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cleveland-group-inc-401k-plan

> Cleveland Group, INC.'s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cleveland Group, INC.

- **Sponsor EIN:** 586019940

- **Sponsor Address:** 3715 NORTHSIDE PKWY, ATLANTA, GA, 30327

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

- **Total Participants:** 145

- **Total Assets:** $39.5M

## 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|145|$39.5M|$321,961|$1.4M|

| 2023|135|$34.5M|$310,183|$1.4M|

| 2022|129|$30.2M|$281,429|$1.2M|

## 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|

| WINDHAM BRANNON, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WINDHAM BRANNON, LLC](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$1,390|—|—|—|—|

| 2023|$28,650|$13,998|—|—|—|

| 2022|$43,499|$43,163|—|—|—|

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