Original filing (PDF)20260128123826NAL0004211123001

CLEVELAND METRO BAR ASSOCIATION

Name: CLEVELAND METRO BAR ASSOCIATION — CLEVELAND METRO BAR ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: CLEVELAND METRO BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

CLEVELAND METRO BAR ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 CLEVELAND METRO BAR ASSOCIATION.

Plan sponsor

Name

CLEVELAND METRO BAR ASSOCIATION

EIN

26-2052191

Address

1375 E 9TH ST SECOND FL · CLEVELAND, OH · 44114

Phone

(216) 696-3525

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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