# The Cleveland Clinic Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-cleveland-clinic-foundation-846576268-012

> 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:** 846576268

- **Sponsor Address:** 9500 EUCLID AVENUE AC-244, CLEVELAND, OH, 441950001

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

- **Plan Number:** 012

- **Total Participants:** 0

- **Total Assets:** $4.3B

## 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|$4.3B|$0|$0|

| 2023|0|$3.7B|$0|$0|

| 2022|0|$3.1B|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$1,457,148|—|$1,457,148|

| KEY PRIVATE BANK|Investment Advisor|$865,937|—|$865,937|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$518,915|—|$518,915|

| ORION PORTFOLIO SOLUTIONS (DBA CLS|Investment Advisor|$163,787|—|$163,787|

| STRATOS WEALTH ADVISORS LLC|Investment Advisor|$85,743|—|$85,743|

| WILLIS TOWERS WATSON|Actuary|$65,587|—|$65,587|

| SEQUOIA FINANCIAL ADVISORS|Investment Advisor|$63,540|—|$63,540|

| LARSON FINANCIAL GROUP, LLC|Investment Advisor|$60,343|—|$60,343|

| CBIZ CPAS P.C.|Auditor|$59,749|—|$59,749|

| FAIRPORT, LLC|Investment Advisor|$48,058|—|$48,058|

| CARNEGIE INVESTMENT COUNSEL|Investment Advisor|$46,433|—|$46,433|

| PRASAD WEALTH PARTNERS|Investment Advisor|$36,903|—|$36,903|

| STRATOS WEALTH PARTNERS|Investment Advisor|$36,868|—|$36,868|

| STRATEGIC WEALTH PARTNERS|Investment Advisor|$35,838|—|$35,838|

| POTOMAC FUND MANAGEMENT, INC.|Investment Advisor|$21,730|—|$21,730|

| LINEWEAVER WEALTH ADVISORS LLC|Investment Advisor|$21,280|—|$21,280|

| ANCORA FAMILY WEALTH|Investment Advisor|$19,354|—|$19,354|

| GRIES FINANCIAL CORPORATION|Investment Advisor|$18,743|—|$18,743|

| ASSETMARK, INC.|Investment Advisor|$17,667|—|$17,667|

| SIGNATURE INVESTMENT ADVISORS|Investment Advisor|$16,796|—|$16,796|

| LPL FINANCIAL - RETIREMENT PARTNERS|Investment Advisor|$14,166|—|$14,166|

| B. RILEY WEALTH ADVISORS|Investment Advisor|$13,856|—|$13,856|

| PEAK WEALTH SOLUTIONS INC|Investment Advisor|$13,308|—|$13,308|

| COMMONWEALTH FINANCIAL NETWORK|Investment Advisor|$12,435|—|$12,435|

| ABSOLUTE CAPITAL MGMT, LLC|Investment Advisor|$11,540|—|$11,540|

| CAPITAL ANALYSTS INC|Investment Advisor|$9,526|—|$9,526|

| BEACON FINANCIAL ADVISORS, LLC|Investment Advisor|$8,729|—|$8,729|

| FSM WEALTH ADVISORS LLC|Investment Advisor|$8,630|—|$8,630|

| FLEXIBLE PLAN INVESTMENTS|Investment Advisor|$7,321|—|$7,321|

| ELIOS FINANCIAL GROUP INC|Investment Advisor|$7,081|—|$7,081|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [KEY PRIVATE BANK](https://planprovider.pro/provider/victory-capital-management-inc) — Investment Advisor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [LPL FINANCIAL - RETIREMENT PARTNERS](https://planprovider.pro/provider/equitable) — Investment Advisor

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,767,011

- **Estimated Expense Ratio:** 0.087% 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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