What public Form 5500 filings show about the The Cleveland Clinic Foundation 401(k) plan — and how to find and check your own account.
The Cleveland Clinic Foundation (EIN 34-0714585) reports CLEVELAND CLINIC 401(K) PLAN on its most recent Form 5500, with $969.1M in plan assets across 8,377 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The Cleveland Clinic Foundation filing — schedules, fees, and providers.
The Cleveland Clinic Foundation’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Cleveland Clinic FoundationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRASAD WEALTH PARTNERS, PEAK WEALTH SOLUTIONS, STRATEGIC WEALTH PARTNERS, ANCORA FAMILY WEALTH, UNUM LIFE INSURANCE OF AMER, CBIZ CPAS P C.
