Cleaveland/Price, Inc. 401 K Plan
Sponsored by Cleaveland/Price, Inc. · EIN 362765905 · Plan #002
- Total assets
- $45.5M
- Net assets
- $45.5M
- Active participants
- 319
- With balances
- 331
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W. Baird & Co. | Investment advisory (plan) | $73,753 |
| Empower Annuity Insurance Company | Recordkeeping fees | $29,617 |
| Pennsylvania Pension Planners, Inc. | Contract administrator | $10,596 |