Plan Snapshot
- Plan Sponsor: The Cleveland Society For The Blind
- Sponsor EIN: 340714652
- Sponsor Address: 1909 EAST 101ST STREET P.O. BOX 198, CLEVELAND, OH, 44106
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 157 | $10.8M | $327,708 | $614,788 |
| 2023 | 149 | $9.4M | $298,499 | $539,315 |
| 2022 | 140 | $7.7M | $267,068 | $497,297 |
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 |
|---|---|---|---|---|
| COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $55,520 | $27,480 | — | — | — |
| 2023 | $45,980 | $22,278 | — | — | — |
| 2022 | $45,644 | $20,952 | $24,692 | — | — |