# The Cleveland Clinic Foundation DC Plan
Source: https://planprovider.pro/companies/the-cleveland-clinic-foundation-plan-011

> The Cleveland Clinic Foundation's DC plan: 65,806 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:** 340714585

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

- **Plan Type:** DC

- **Total Participants:** 65,806

- **Total Assets:** $1.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|65,806|$1.8B|$170.2M|$0|

| 2023|51,751|$1.5B|$129.3M|$0|

| 2022|48,582|$1.2B|$116.0M|$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|

| CBIZ CPAS P.C.|Auditor|$30,136|—|$30,136|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,136

- **Estimated Expense Ratio:** 0.002% 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|$2,095,544|$608,834|—|$30,136|—|

| 2023|$1,861,115|$590,300|—|$29,400|—|

| 2022|$2,018,863|$827,070|$1,136,791|—|—|

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