Original filing (PDF)20251013141011NAL0001474513001

COLLEGE NOW GREATER CLEVELAND INC.

Name: COLLEGE NOW GREATER CLEVELAND INC. — COLLEGE NOW GREATER CLEVELAND RETIREMENT PLAN, Form 5500 (2024)
Creator: COLLEGE NOW GREATER CLEVELAND INC.

Form 5500

FILING_RECEIVED

COLLEGE NOW GREATER CLEVELAND RETIREMENT PLAN

401(k) retirement plan

Active participants

260

Accounts w/ balance

324

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

How this plan invests

This plan

33 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 (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLEGE NOW GREATER CLEVELAND INC..

Plan sponsor

Name

COLLEGE NOW GREATER CLEVELAND INC.

EIN

34-6580096

Address

POST OFFICE PLAZA 1500 WEST 3RD STR · CLEVELAND, OH · 44113

Phone

(216) 635-0168

Industry

Other Services (ex. Public Admin)see 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$31K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC

Investments

33 direct securities· $12.4M(100% of reported assets)

Other securities

$12.1M

32 holdings

Bonds / Notes

$254K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Other securities	—	—	$1.3M	10.7%
Fidelity Freedom Index 2045 Investor Mutual Fund	Other securities	—	—	$946K	7.6%
Fidelity Freedom Index 2040 Investor Mutual Fund	Other securities	—	—	$924K	7.5%
Fidelity Freedom Index 2035 Investor Mutual Fund	Other securities	—	—	$841K	6.8%
Guaranteed Portfolio Fund Guaranteed interest investment average rate is	Other securities	—	—	$773K	6.2%
Fidelity Freedom Index 2055 Investor Mutual Fund	Other securities	—	—	$764K	6.2%
Empower Mod Profile Fund Inst Mutual Fund	Other securities	—	—	$703K	5.7%
Fidelity Freedom Index 2060 Investor Mutual Fund	Other securities	—	—	$531K	4.3%
American Funds Europacific Gr R6 Mutual Fund	Other securities	—	—	$495K	4.0%
Empower Agg Profile Fund Inst Mutual Fund	Other securities	—	—	$480K	3.9%
American Funds New Perspective R6 Mutual Fund	Other securities	—	—	$439K	3.5%
Fidelity Freedom Index 2050 Investor Mutual Fund	Other securities	—	—	$403K	3.3%
JPMorgan Equity Income R6 Mutual Fund	Other securities	—	—	$395K	3.2%
T. Rowe Price Large Cap Growth I Mutual Fund	Other securities	—	—	$350K	2.8%
Empower Mod Agg Profile Fund Inst Mutual Fund	Other securities	—	—	$298K	2.4%
Pgim Total Return Bond Z Mutual Fund	Other securities	—	—	$295K	2.4%
JPMorgan Us Equity R6 Mutual Fund	Other securities	—	—	$293K	2.4%
Participant loans Interest rates ranging from 4.25%-9.50% maturing $-	Bonds / Notes	—	—	$254K	2.0%
Fidelity Freedom Index 2025 Investor Mutual Fund	Other securities	—	—	$252K	2.0%
Fidelity Mid Cap Index Mutual Fund	Other securities	—	—	$250K	2.0%
Blackrock High Yield Bond Instl Mutual Fund	Other securities	—	—	$203K	1.6%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$188K	1.5%
Empower T. Rowe Price Mid Cap Gr Inst Mutual Fund	Other securities	—	—	$176K	1.4%
Fidelity Freedom Index 2030 Investor Mutual Fund	Other securities	—	—	$160K	1.3%
Empower Mod Con Profile Fund Inst Mutual Fund	Other securities	—	—	$145K	1.2%
Empower Us Govt Securities Fund Inst Mutual Fund	Other securities	—	—	$131K	1.1%
Fidelity Freedom Index 2065 Investor Mutual Fund	Other securities	—	—	$131K	1.1%
Fidelity Freedom Index 2020 Investor Mutual Fund	Other securities	—	—	$100K	0.8%
American Century Small Cap Growth R6 Mutual Fund	Other securities	—	—	$69K	0.6%
Mfs Mid Cap Value R6 Mutual Fund	Other securities	—	—	$60K	0.5%
Empower Con Profile Fund Inst Mutual Fund	Other securities	—	—	$16K	0.1%
American Beacon Small Cap Value R6 Mutual Fund	Other securities	—	—	$10K	<0.1%
Fidelity Freedom Index Income Investor Mutual Fund	Other securities	—	—	$2K	<0.1%