Plan Snapshot
- Plan Sponsor: Cleveland Guardians Baseball Co LLC
- Sponsor EIN: 341547452
- Sponsor Address: 2401 ONTARIO STREET, CLEVELAND, OH, 441154003
- Plan Type: DB
- Total Participants: 206
- Total Assets: $87.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 206 | $87.1M | $3.5M | $0 |
| 2023 | 234 | $81.2M | $3.6M | $0 |
| 2022 | 244 | $75.4M | $3.8M | $0 |
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 |
|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | NONE | $175,553 | — | $175,553 |
| WILLIS TOWERS WATSON US LLC | NONE | $43,004 | — | $43,004 |
| GRANT THORNTON LLP | NONE | $27,330 | — | $27,330 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $12,620 | — | $12,620 |
| MORGAN, LEWIS & BOCKIUS LLP | NONE | $6,400 | — | $6,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- GRANT THORNTON LLP — NONE
- U.S. BANK NATIONAL ASSOCIATION — NONE
- MORGAN, LEWIS & BOCKIUS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $264,907
- Estimated Expense Ratio: 0.304% 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 | $447,650 | $180,093 | — | $27,330 | — |
| 2023 | $665,671 | $75,174 | — | $26,814 | — |
| 2022 | $705,359 | $117,016 | — | — | $72,384 |