Original filing (PDF)20250618134020NAL0003876048001

CLEVELAND BAKERS AND TEAMSTERS PENSION FUND

Name: CLEVELAND BAKERS AND TEAMSTERS PENSION FUND — BAKERS AND TEAMSTERS PENSION FUND 401(K) PLAN FOR ADMINISTRATIVE EMPLOYEES, Form 5500 (2024)
Creator: CLEVELAND BAKERS AND TEAMSTERS PENSION FUND

Form 5500-SF

FILING_RECEIVED

BAKERS AND TEAMSTERS PENSION FUND 401(K) PLAN FOR ADMINISTRATIVE EMPLOYEES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 BAKERS AND TEAMSTERS PENSION FUND.

Plan sponsor

Name

CLEVELAND BAKERS AND TEAMSTERS PENSION FUND

EIN

34-0904419

Address

9665 ROCKSIDE ROAD · SUITE D · VALLEY VIEW, OH · 44125

Phone

(216) 781-6869

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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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