Plan Snapshot
- Plan Sponsor: The Cleveland Clinic Foundation
- Sponsor EIN: 817002373
- Sponsor Address: 9500 EUCLID AVENUE AC-244, CLEVELAND, OH, 441950001
- Plan Type: 401(k)
- Plan Number: 013
- Total Participants: 0
- Total Assets: $1.3B
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 | 0 | $1.3B | $0 | $0 |
| 2023 | 0 | $1.4B | $0 | $0 |
| 2022 | 0 | $1.3B | $0 | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $1,045,377 | — | $1,045,377 |
| NISA INVESTMENT ADVISORS, LLC | Investment Advisor | $674,250 | — | $674,250 |
| LEGAL & GENERAL INVESTMENT MGMT | Investment Advisor | $625,104 | — | $625,104 |
| PACIFIC INVESTMENT MANAGEMENT COMPA | Investment Advisor | $453,218 | — | $453,218 |
| THE BANK OF NEW YORK MELLON | Investment Advisor | $423,010 | — | $423,010 |
| WILLIS TOWERS WATSON | Actuary | $203,722 | — | $203,722 |
| MELLON CAPITAL MANAGEMENT CORP | Investment Advisor | $142,689 | — | $142,689 |
| CBIZ CPAS P.C. | Auditor | $62,424 | — | $62,424 |
| ERNST & YOUNG LLP | Auditor | $15,450 | — | $15,450 |
| STATE STREET BANK & TRUST | Investment Advisor | $10,670 | — | $10,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,655,914
- Estimated Expense Ratio: 0.283% 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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |