Plan Snapshot
- Plan Sponsor: The Cleveland Foundation
- Sponsor EIN: 340714588
- Sponsor Address: 6601 EUCLID AVENUE, CLEVELAND, OH, 44103
- Plan Type: 403(b)
- Total Participants: 84
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 84 | $22.2M | $776,370 | $853,801 |
| 2023 | 81 | $24.0M | $788,933 | $905,897 |
| 2022 | 84 | $20.6M | $782,039 | $848,296 |
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 |
|---|---|---|---|---|
| MEADEN & MOORE, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD. — Auditor
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 | $103,616 | $43,715 | $59,660 | — | — |
| 2023 | $106,385 | $47,099 | $59,046 | — | — |
| 2022 | $112,084 | $33,478 | $78,606 | — | — |