Debbie Gutzky signed Greater Cleveland Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Greater Cleveland Partnership's EIN is 34-0149250.
Download the official 2024 Form 5500 (PDF) for Greater Cleveland Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Greater Cleveland Partnership's plan includes a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANTAGE FINANCIAL GROUP INC | 34-1051417 | — | ADVISOR | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $4.5M | 23.9% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $3.2M | 17.2% | |
| Great Grey Trust FlexPath Index + Moderate Retirement Fund R1 | Other securities | — | — | $1.6M | 8.3% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $1.6M | 8.3% | |
| Fidelity Advisor Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 6.4% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.3% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.2% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $1.0M | 5.3% | |
| Great Grey Trust Large Cap Value R1 Putnam Equity Income R6 | Mutual Funds | — | — | $660K | 3.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $660K | 3.5% | |
| MassMutual Premier Small Cap Opps I | Other securities | — | — | $477K | 2.5% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $467K | 2.5% | |
| Hartford Core Equity R6 | Other securities | — | — | $458K | 2.4% | |
| Wells Fargo Wellsfargo Stable Value Fund C | Stable Value | — | — | $377K | 2.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $377K | 2.0% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $354K | 1.9% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $320K | 1.7% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $295K | 1.6% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $260K | 1.4% | |
| Fidelity Advisor Fidelity International Index Fund | Common Collective Trusts | — | — | $231K | 1.2% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $195K | 1.0% | |
| Participants loan receivable | Participant loans | — | — | $187K | 1.0% | |
| Fidelity Advisor Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $182K | 1.0% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $157K | 0.8% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $156K | 0.8% | |
| Fidelity Advisor Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $119K | 0.6% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $33K | 0.2% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $16K | <0.1% | |
| Lord Abbett Lord Abbett Bond Debenture Fund Class R6 | U.S. Treasuries | — | — | $15K | <0.1% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% | |
| Prudential High Yield Fund- Class R6 | Other securities | — | — | $9K | <0.1% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $2K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $889 | <0.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $817 | <0.1% | |
| Fidelity Advisor Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $639 | <0.1% | |
| Great Grey Trust International Stock Fund Class R1 | Other securities | — | — | $269 | <0.1% | |
| GG INTL STK FUND R1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $269 | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $248 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
