Original filing (PDF)20250422131332NAL0004331921001

THE CLEVELAND GROUP, LLC

Name: THE CLEVELAND GROUP, LLC — THE CLEVELAND GROUP CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISOR, LLC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE CLEVELAND GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE CLEVELAND GROUP CERTIFIED PUBLIC ACCOUNTANTS & BUSINESS ADVISOR, LLC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CLEVELAND GROUP, LLC.

Plan sponsor

Name

THE CLEVELAND GROUP, LLC

EIN

20-4917696

Address

3740 EXECUTIVE CENTER DRIVE · MARTINEZ, GA · 30907

Phone

(706) 288-2800

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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