# The Cleveland Society For The Blind 401(k) Plan
Source: https://planprovider.pro/companies/the-cleveland-society-for-the-blind-401k-plan

> The Cleveland Society For The Blind's 401(k) plan: 157 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 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|—|—|

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