Cleveland Research Company, Llc Profit Sharing 401(k) Plan
Sponsored by Cleveland Research Company, Llc · EIN 204642986 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 124
- With balances
- 145
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Consolidated Financial Management Corp. CRD 119181 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Consolidated Financial Management G | Investment advisory (plan), Consulting fees | $56,497 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $15,152 |