How big is The Cleveland Foundation's plan?

The Cleveland Foundation's plan reported $22.2M in assets and 84 participants for 2024.

Original filing (PDF)20251002092318NAL0000189843002

The Cleveland Foundation

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

Form 5500

FILING_RECEIVED

The Cleveland Foundation Retirement Plan

403(b) retirement plan · The Cleveland Foundation's The Cleveland Foundation Retirement Plan held $22.2M in plan assets for 84 participants in 2024, with Principal as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$22.2M

Net assets (EOY)

$22.2M

Plan identifiers

The Cleveland Foundation's EIN is 34-0714588.

EIN 34-0714588

Plan number 001

Plan year 2024

ACK ID 20251002092318NAL0000189843002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Cleveland Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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 FOUNDATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

51 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (25th percentile).

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

THE CLEVELAND FOUNDATION

EIN

all filings

Address

6601 EUCLID AVENUE · CLEVELAND, OH · 44103

Phone

(216) 615-7589

Industry

Other Services (ex. Public Admin)

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

2025-10-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$81K	—
FIDELITY INVESTMENTS INST OPER CO	04-2647786	—	RECORDKEEPER	$240	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PEAK WEALTH SOLUTIONS

Investments

51 direct securities · 1 pooled fund· $22.2M(100% 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.

Other securities

$16.8M

23 holdings

Mutual Funds

$3.1M

23 holdings

Common Collective Trusts

$2.1M

4 holdings

Agency / Mortgage-Backed

$178K

1 holding

Pooled Separate Account

$6K

1 holding

					% of plan
T. Rowe Price Rtmt 2030 Fund Mutual Fund N/A	Other securities	—	—	$3.3M	14.7%
Principal Blue Chip Inst Fund Mutual Fund N/A	Other securities	—	—	$1.9M	8.6%
T. Rowe Price Rtmt 2050 Fund Mutual Fund N/A	Other securities	—	—	$1.9M	8.4%
Blackrock Eq Dividend I Fund Mutual Fund N/A	Other securities	—	—	$1.6M	7.1%
Principal Large Cap S&P 500 Dix Inst Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.6M	7.0%
Fixed Income Guaranteed Option Guaranteed Income N/A	Other securities	—	—	$1.2M	5.4%
Amer Funds Europacific Growth R6 Fund Mutual Fund N/A	Other securities	—	—	$896K	4.0%
T. Rowe Price Rtmt 2040 Fund Mutual Fund N/A	Other securities	—	—	$759K	3.4%
T. Rowe Price Rtmt 2035 Fund Mutual Fund N/A	Other securities	—	—	$754K	3.4%
Templeton Foreign R6 Fund Mutual Fund N/A	Mutual Funds	—	—	$697K	3.1%
Blackrock Mid Cap Growth Equity K Fund Mutual Fund N/A	Other securities	—	—	$682K	3.1%
Metropolitan Wt Tl Rtn Bd Plan Mutual Fund N/A	Other securities	—	—	$575K	2.6%
Franklin Small Cap Value R6 Fund Mutual Fund N/A	Mutual Funds	—	—	$522K	2.4%
T. Rowe Price Rtmt 2055 Fund Mutual Fund N/A	Other securities	—	—	$520K	2.3%
T. Rowe Price Rtmt 2060 Fund Mutual Fund N/A	Other securities	—	—	$371K	1.7%
Principal Small Cap S&P 600 Idx Inst Fund Mutual Fund N/A	Common Collective Trusts	—	—	$361K	1.6%
Intl Emerging Mkts Inst Fund Mutual Fund N/A	Other securities	—	—	$348K	1.6%
Dodge & Cox Global Bond Fund Mutual Fund N/A	Mutual Funds	—	—	$308K	1.4%
Principal Midcap S&P 400 Index Inst Fund Mutual Fund N/A	Other securities	—	—	$305K	1.4%
Calvert Mod Allocation I Fund Mutual Fund N/A	Other securities	—	—	$299K	1.3%
T. Rowe Price Rtmt 2025 Fund Mutual Fund N/A	Other securities	—	—	$296K	1.3%
Nuveen Inflation Linked Bond Fund Mutual Fund N/A	Mutual Funds	—	—	$292K	1.3%
T. Rowe Price Retirement 2065 Mutual Fund N/A	Other securities	—	—	$271K	1.2%
American Century Mid-Cap Val R6 Mutual Fund N/A	Other securities	—	—	$261K	1.2%
Fidelity Small Cap Growth Fund Mutual Fund N/A	Mutual Funds	—	—	$250K	1.1%
T. Rowe Price Rtmt 2045 Fund Mutual Fund N/A	Other securities	—	—	$248K	1.1%
Fidelity Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$233K	1.0%
Fidelity GNMA Fund Mutual Fund N/A 103 * Fidelity Contrafund Mutual Fund N/A	Agency / Mortgage-Backed	—	—	$178K	0.8%
T. Rowe Price Rtmt 2010 Fund Mutual Fund N/A	Other securities	—	—	$173K	0.8%
BlackRock High Yield Bond Portfolio Mutual Fund N/A	Other securities	—	—	$162K	0.7%
TIAA Traditional Guaranteed Annuity N/A	Mutual Funds	—	—	$158K	0.7%
Cref Stock Variable Annuity N/A	Mutual Funds	—	—	$145K	0.7%
Cref Equity Index Variable Annuity N/A	Common Collective Trusts	—	—	$137K	0.6%
Principal Real Estate Secs Inst Fund Mutual Fund N/A	Other securities	—	—	$115K	0.5%
Cref Growth Variable Annuity N/A	Mutual Funds	—	—	$101K	0.5%
Fidelity Growth and Income Mutual Fund N/A	Mutual Funds	—	—	$64K	0.3%
Fidelity Magellan fund Mutual Fund N/A	Mutual Funds	—	—	$51K	0.2%
Fidelity Overseas Mutual Fund N/A	Mutual Funds	—	—	$48K	0.2%
Fidelity Growth Company Mutual Fund N/A	Mutual Funds	—	—	$41K	0.2%
Fidelity Asset Manager 50% Mutual Fund N/A	Mutual Funds	—	—	$32K	0.1%
Cref Social Choice Variable Annuity N/A	Mutual Funds	—	—	$31K	0.1%
Cref Global Equities Variable Annuity N/A	Mutual Funds	—	—	$29K	0.1%
Fidelity Retirement Government Money Market Money Market Fund N/A	Mutual Funds	—	—	$28K	0.1%
Cref Bond Market Variable Annuity N/A	Mutual Funds	—	—	$22K	0.1%
Fidelity Investment Grade Bond Mutual Fund N/A	Mutual Funds	—	—	$14K	<0.1%
Fidelity Blue Chip Growth Mutual Fund N/A	Mutual Funds	—	—	$9K	<0.1%
Fidelity Freedom 2025 K Mutual Fund N/A	Mutual Funds	—	—	$7K	<0.1%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$6K	<0.1%
New Perspective Fund Mutual Fund N/A	Other securities	—	—	$4K	<0.1%
Fidelity Europe Mutual Fund N/A	Mutual Funds	—	—	$4K	<0.1%