Cleveland Clinic Savings And Investment Plan
Sponsored by The Cleveland Clinic Foundation · EIN 340714585 · Plan #002
- Total assets
- $9.2B
- Net assets
- $9.2B
- Active participants
- 68,206
- With balances
- 82,598
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Cloud Investments, Llc CRD 281915 | fuzzy_auto · 94% | 2024 |
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 96% | 2024 |
| Stratos Wealth Advisors Llc CRD 283816 | deterministic · 100% | 2024 |
| Larson Financial Group, Llc CRD 140599 | deterministic · 100% | 2024 |
| Carnegie Capital Asset Management, Llc CRD 150488 | deterministic · 100% | 2024 |
| Strategic Wealth Partners Llc CRD 336564 | deterministic · 100% | 2024 |
| Prasad Wealth Partners, Llc CRD 332507 | deterministic · 100% | 2024 |
| Potomac Fund Management Inc CRD 105413 | deterministic · 100% | 2024 |
| Stratos Wealth Partners, Ltd CRD 153184 | fuzzy_auto · 97% | 2024 |
| Lineweaver Wealth Advisors, Llc CRD 173310 | deterministic · 100% | 2024 |
| Grip Financial, Llc CRD 325351 | fuzzy_auto · 95% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Assetmark, Inc. CRD 109018 | deterministic · 100% | 2024 |
| Absolute Capital Management, Llc CRD 121484 | fuzzy_auto · 96% | 2024 |
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Fsm Wealth Advisors, Llc CRD 298904 | deterministic · 100% | 2024 |
| Beacon Financial Advisors, Inc. CRD 119672 | deterministic · 100% | 2024 |
| Peak Wealth Solutions, Inc. CRD 127391 | deterministic · 100% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | fuzzy_auto · 97% | 2024 |
| Elios Financial Group, Inc. CRD 119873 | deterministic · 100% | 2024 |
| Essex Private Wealth Management Llc CRD 149991 | deterministic · 100% | 2024 |
| Capital Analysts, Llc CRD 162200 | deterministic · 100% | 2024 |
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
| Pathfinder Wealth Advisors, Llc CRD 305910 | deterministic · 100% | 2024 |
| Sigma Planning Corporation CRD 110692 | deterministic · 100% | 2024 |
| Marin Wealth Advisors Llc CRD 123237 | fuzzy_auto · 97% | 2024 |
| Lincoln Investment Planning, Llc CRD 519 | deterministic · 100% | 2024 |
| Bfc Planning, Inc. CRD 119682 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| 2 Knights Wealth Management, Llc CRD 307238 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Key Private Bank | Investment advisory (participants) | $1,553,126 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,059,360 |
| Cls Investments Llc | Investment advisory (participants) | $504,970 |
| Sequoia Financial Advisors | Investment advisory (participants) | $207,038 |
| Stratos Wealth Advisors Llc | Investment advisory (participants) | $156,207 |
| Willis Towers Watson | Actuarial | $138,898 |
| Larson Financial Group, Llc | Investment advisory (participants) | $128,703 |
| Carnegie Investment Counsel | Investment advisory (participants) | $103,232 |
| Strategic Wealth Partners | Investment advisory (participants) | $89,171 |
| Prasad Wealth Partners | Investment advisory (participants) | $86,084 |
| Potomac Fund Management, Inc. | Investment advisory (participants) | $81,301 |
| Stratos Wealth Partners | Investment advisory (participants) | $80,899 |
| Lineweaver Wealth Advisors Llc | Investment advisory (participants) | $80,852 |
| Fairport, Llc | Investment advisory (participants) | $78,726 |
| Gries Financial Corporation | Investment advisory (participants) | $77,138 |
| Commonwealth Financial Network | Investment advisory (participants) | $69,658 |
| Assetmark, Inc. | Investment advisory (participants) | $64,210 |
| Absolute Capital Mgmt, Llc | Investment advisory (participants) | $45,632 |
| B Riley Wealth Advisors | Investment advisory (participants) | $43,665 |
| Signature Investment Advisors | Investment advisory (participants) | $38,562 |
| Fsm Wealth Advisors Llc | Investment advisory (participants) | $36,466 |
| Ancora Family Wealth | Investment advisory (participants) | $33,826 |
| Cbiz Cpas P.C. | Accounting | $31,212 |
| Beacon Financial Advisors, Llc | Investment advisory (participants) | $28,588 |
| Lpl Financial Retirement Partners | Investment advisory (participants) | $27,083 |
| Peak Wealth Solutions Inc | Investment advisory (participants) | $24,248 |
| Flexible Plan Investments | Investment advisory (participants) | $21,843 |
| Elios Financial Group Inc | Investment advisory (participants) | $17,011 |
| Essex Private Wealth Management | Investment advisory (participants) | $15,018 |
| Capital Analysts Inc | Investment advisory (participants) | $14,055 |
| Arbor Point Advisors,Llc | Investment advisory (participants) | $12,848 |
| Abound Wealth Management | Investment advisory (participants) | $11,079 |
| Pathfinder Wealth Advisors | Investment advisory (participants) | $9,571 |
| Sigma Planning Corp. | Investment advisory (participants) | $9,309 |
| Mai Wealth Advisors, Llc | Investment advisory (participants) | $9,089 |
| Lincoln Investment Planning | Investment advisory (participants) | $7,978 |
| Bfc Planning, Inc | Investment advisory (participants) | $7,524 |
| Cadaret Grant & Co | Investment advisory (participants) | $6,485 |
| Cambridge Investment Research | Investment advisory (participants) | $6,009 |
| 2 Knights Wealth Mgmt Llc | Investment advisory (participants) | $5,967 |