Cleveland Institute Of Music Retirement Plan
Sponsored by Cleveland Institute Of Music · EIN 340714600 · Plan #001
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 106
- With balances
- 239
Plan year beginning 07/01/2024 · Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance | Insurance services | $17,135 |
| Forvis Mazars | Accounting | $17,000 |
| Clearstead Advisors, Llc | Investment advisory (plan), Plan administrator | $16,692 |