· 2022–2024 · DOL EFAST2

CLEVELAND MUSIC SCHOOL SETTLEMENT — CLEVELAND MUSIC SCHOOL SETTLEMENT 403(B) DC PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260219155048NAL0009979171002

CLEVELAND MUSIC SCHOOL SETTLEMENT

Form 5500-SF

FILING_RECEIVED

CLEVELAND MUSIC SCHOOL SETTLEMENT 403(B) DC PLAN

403(b) retirement plan

Active participants

67

Accounts w/ balance

97

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

53

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CLEVELAND MUSIC SCHOOL SETTLEMENT

EIN

34-0714339

Address

11125 MAGNOLIA DRIVE · CLEVELAND, OH · 441061878

Phone

(216) 421-5806

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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