Plan Snapshot
- Plan Sponsor: Cleveland Research Company, LLC
- Sponsor EIN: 204642986
- Sponsor Address: 1375 EAST 9TH STREET, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $28.8M
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 | 124 | $28.8M | $410,113 | $1.7M |
| 2023 | 117 | $23.6M | $348,980 | $1.6M |
| 2022 | 105 | $18.2M | $316,408 | $1.3M |
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 |
|---|---|---|---|---|
| DEMARCO SCIACOTTA WILKENS & DUNLEA | Auditor | — | — | $0 |
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 | $71,649 | — | $71,649 | — | — |
| 2023 | $63,123 | $46,610 | $16,513 | — | — |
| 2022 | $56,385 | — | $56,385 | — | — |