Form 5500 Search

ANCORA FAMILY

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
12
Active participants
189,581
Total plan assets
$34.6B
Filings (rows)
12
Direct comp
$408K
Indirect comp
$0
Aggregating 2 name variants under "ANCORA FAMILY"

SERVICES PROVIDED

Advisor / Consultant6
Other6

Top plans served

All 12 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
68,206$9.2B$34K
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
65,407$7.5B$35K
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
54,690$6.3B$34K
THE CLEVELAND CLINIC FOUNDATION
THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
$4.3B$19K
THE CLEVELAND CLINIC FOUNDATION
THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
$3.7B$20K
THE CLEVELAND CLINIC FOUNDATION
THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST
CLEVELAND, OH
Advisor / Consultant
INVESTMENT ADVISOR
$3.1B$18K
TUCKER ELLIS LLP
TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN
CLEVELAND, OH
Other
NONE
300$128.8M$62K
TUCKER ELLIS LLP
TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN
CLEVELAND, OH
Other
NONE
302$118.4M$63K
TUCKER ELLIS LLP
TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN
CLEVELAND, OH
Other
NONE
290$97.4M$62K
TUCKER ELLIS LLP
TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN
CLEVELAND, OH
Other
NONE
140$32.7M$30K
TUCKER ELLIS LLP
TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN
CLEVELAND, OH
Other
NONE
125$24.1M$16K
TUCKER ELLIS LLP
TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN
CLEVELAND, OH
Other
NONE
121$19.3M$16K
ANCORA FAMILY — Form 5500 Service Provider Profile | Form 5500 Search