# The Cleveland Clinic Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-cleveland-clinic-foundation-817002373-013

> The Cleveland Clinic Foundation's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-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|—|—|—|—|—|

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