Third Federal Savings Retirement Plan
Sponsored by Third Federal Savings And Loan Association Of Cleveland · EIN 340573493 · Plan #003
- Total assets
- $77.1M
- Net assets
- $77.1M
- Active participants
- 205
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Global Investors Llc | Investment advisory (plan), Direct payment from the plan | $148,535 |
| Principal Custody Solutions | Custodial (other), Trustee (institutional), Direct payment from the plan | $129,753 |
| Clearstead Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $53,044 |
| Principal Life Insurance Company | Actuarial, Recordkeeping, Direct payment from the plan | $41,216 |
| Meaden & Moore Ltd | Accounting, Direct payment from the plan | $12,300 |