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Original filing (PDF)20250731101101NAL0005864993001
CLEVELAND INSTITUTE OF ART
Form 5500
FILING_RECEIVED
CLEVELAND INSTITUTE OF ART DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
100% in single holding
Active participants
94
Accounts w/ balance
260
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEVELAND INSTITUTE OF ART.
Plan sponsor
Name
CLEVELAND INSTITUTE OF ART
EIN
34-0714334
Address
11610 EUCLID AVENUE · CLEVELAND, OH · 44106
Phone
(216) 421-7447
Industry
Educational 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
2025-07-31
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MALONEY & NOVOTNY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ASSOC | 13-1624203 | — | NONE | $21K | — |
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $17K | — |
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | NONE | $14K | — |
| MALONEY + NOVOTNY LLC | 34-0677006 | — | NONE | $7K | — |
Investments
1 pooled fund· $339K(1% of reported assets)
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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $339K | 1.2% |