Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Cleveland Research
Cleveland Research 401(k)
- Finance and insurance
- Cleveland, OH
- EIN 20-4642986
- 1 plan with Schedule H financials
- Plan year 2024
- Cleveland Research Company, LLC
- SEC registrant Cleveland Research Company LLC
Administrative expenses excluding investment management, per participant · Cleveland Research Company, LLC Profit Sharing 401(k) Plan · plan year 2024
$494.13
Higher than 97% of the 24,371 plans $10 to 50M that report it.
Source
= $71,649 / 145
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923173024NAL0008341363001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923173024NAL0008341363001, received 2025-09-23
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-23.
Cost and contributions
Administrative expenses per participant
$494.13
Higher than 92% of the 25,098 plans $10 to 50M that report it.
Source
= $71,649 / 145
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923173024NAL0008341363001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923173024NAL0008341363001, received 2025-09-23
Administrative expenses as a share of assets
0.249%
Higher than 43% of the 25,132 plans $10 to 50M that report it.
Source
= $71,649 / $28,831,281
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923173024NAL0008341363001, received 2025-09-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923173024NAL0008341363001, received 2025-09-23
Employer contributions per participant
$2,828
Higher than 69% of the 24,050 plans $10 to 50M that report it.
Source
= $410,113 / 145
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923173024NAL0008341363001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923173024NAL0008341363001, received 2025-09-23
Employer share of total contributions
18.4%
Higher than 20% of the 24,084 plans $10 to 50M that report it.
Source
= $410,113 / $2,224,404
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923173024NAL0008341363001, received 2025-09-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923173024NAL0008341363001, received 2025-09-23
Plan terms, as stated in Cleveland Research Company, LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250923173024NAL0008341363001, received 2025-09-23
Full record, Cleveland Research Company, LLC Profit Sharing 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CLEVELAND RESEARCH COMPANY, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Plan name | CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Sponsor EIN / plan number | 20-4642986 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Sponsor location | CLEVELAND, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Filing received | 2025-09-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Participants, beginning of year | 142 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Active participants | 124 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Participants, end of year | 145 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Participants with an account balance | 145 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Total assets, beginning of year | $23,550,727 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Total assets, end of year | $28,831,281 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Net assets, end of year | $28,831,281 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Total income | $5,989,687 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Net income | $5,280,554 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Employer contributions | $410,113 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Participant contributions | $1,733,040 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Other contributions (incl. rollovers) | $81,251 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Total contributions | $2,224,404 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Benefit payments | $637,484 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Total expenses (incl. benefit payments) | $709,133 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Total administrative expenses | $71,649 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Contract administrator fees | $71,649 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Administrative expenses excluding investment management | $71,649 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Held in mutual funds | $27,652,157 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250923173024NAL0008341363001, received 2025-09-23 |
| Independent auditor | DEMARCO SCIACOTTA WILKENS & DUNLEA | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250923173024NAL0008341363001, received 2025-09-23 |
Position = column in the DOL layout for form year 2024. Filing 20250923173024NAL0008341363001, received 2025-09-23.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CONSOLIDATED FINANCIAL MANAGEMENT G | NONE | 27 Investment advisory (plan); 70 Consulting fees | $56,497 | no |
| STANCORP FINANCIAL GROUPrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 50 Direct payment from the plan; 19 Custodial (securities); 60 Sub-transfer agency fees; 63 Distribution (12b-1) fees | $15,152 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250923173024NAL0008341363001, received 2025-09-23.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $23,550,727 | $28,831,281 | 22.4% |
| Participants with a balance | 140 | 145 | 3.6% |
| Administrative expenses | $63,123 | $71,649 | 13.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $348,980 | $410,113 | 17.5% |
Prior filing 20240909113444NAL0007669520001, received 2024-09-09; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CLEVELAND RESEARCH COMPANY, LLC; SEC registrant: CLEVELAND RESEARCH COMPANY LLC (CIK 1382429, matched by EIN).