Plan Snapshot
- Plan Sponsor: The Cleveland Museum Of Art
- Sponsor EIN: 340714336
- Sponsor Address: 11150 EAST BOULEVARD, CLEVELAND, OH, 44106
- Plan Type: DB
- Total Participants: 77
- Total Assets: $10.5M
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 | 77 | $10.5M | $537,649 | $0 |
| 2023 | 82 | $10.0M | $1.2M | $0 |
| 2022 | 88 | $31.7M | $2.0M | $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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | NONE KNOWN | $139,680 | — | $139,680 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,680
- Estimated Expense Ratio: 1.331% 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 | $154,505 | $13,500 | — | — | — |
| 2023 | $133,363 | — | $39,260 | — | — |
| 2022 | $103,144 | — | $37,179 | — | $65,965 |