AUMdb

The Cleveland Clinic Foundation Cash Balance Plan

Sponsored by The Cleveland Clinic Foundation · EIN 340714585 · Plan #003

Total assets
$1.6B
Net assets
$1.6B
Active participants
5,131
With balances
6,386

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

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).

No Schedule C on file for this plan year.