How big is The Cleveland Group, LLC's plan?

The Cleveland Group, LLC's plan reported $1.3M in assets and 14 participants for 2024.

Original filing (PDF)20250422131332NAL0004331921001

The Cleveland Group, LLC

Name: The Cleveland Group, LLC — The Cleveland Group, Form 5500 (2024)
Creator: The Cleveland Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Cleveland Group Certified Public Accountants & Business Advisor, LLC. 401(k) Profit Sharing Plan

401(k) retirement plan · The Cleveland Group, LLC's The Cleveland Group Certified Public Accountants & Business Advisor, LLC. 401(k) Profit Sharing Plan held $1.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

The Cleveland Group, LLC's EIN is 20-4917696.

EIN 20-4917696

Plan number 001

Plan year 2024

ACK ID 20250422131332NAL0004331921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Cleveland Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Cleveland Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CLEVELAND GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score