# Third Federal Savings And Loan Association Of Cleveland DB Plan
Source: https://planprovider.pro/companies/third-federal-savings-and-loan-association-of-cleveland-plan-003

> Third Federal Savings And Loan Association Of Cleveland's DB plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Third Federal Savings And Loan Association Of Cleveland

- **Sponsor EIN:** 340573493

- **Sponsor Address:** 7007 BROADWAY AVE, CLEVELAND, OH, 441051441

- **Plan Type:** DB

- **Total Participants:** 205

- **Total Assets:** $77.1M

## 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|205|$77.1M|$0|$0|

| 2023|229|$80.4M|$0|$0|

| 2022|271|$77.0M|$0|$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|

| PRINCIPAL GLOBAL INVESTORS LLC|INVESTMENT ADVISORY|$148,535|—|$148,535|

| PRINCIPAL CUSTODY SOLUTIONS|CUSTODIAN|$129,753|—|$129,753|

| CLEARSTEAD ADVISORS, LLC|INVESTMENT ADVISORY|$53,044|—|$53,044|

| PRINCIPAL LIFE INSURANCE COMPANY|ACTUARY|$41,216|—|$41,216|

| MEADEN & MOORE LTD|ACCOUNTANT|$12,300|—|$12,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRINCIPAL CUSTODY SOLUTIONS](https://planprovider.pro/provider/principal-financial-group-inc) — CUSTODIAN

- [MEADEN & MOORE LTD](https://planprovider.pro/provider/meaden-and-moore-ltd) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $384,848

- **Estimated Expense Ratio:** 0.499% 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|$427,816|$201,579|—|$12,300|—|

| 2023|$235,895|$75,090|$101,001|$5,500|—|

| 2022|$41,272|—|—|—|—|

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