GRIES FINANCIAL
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
10
Active participants
189,611
Total plan assets
$34.4B
Filings (rows)
10
Direct comp
$379K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant10
Top plans served
All 10 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $77K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $53K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $69K |
| 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 | $14K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $3.1B | $22K |
| GEORGIA UROLOGY, P.A. GEORGIA UROLOGY, P.A. 401(K) SAVINGS PLAN | MCDONOUGH, GA | Advisor / Consultant ADVISOR | 584 | $54.4M | $40K |
| GEORGIA UROLOGY, P.A. GEORGIA UROLOGY, P.A. 401(K) SAVINGS PLAN | MCDONOUGH, GA | Advisor / Consultant ADVISOR | 394 | $49.4M | $18K |
| DEWPOINT, LLC DEWPOINT LLC 401(K) SAVINGS & RETIREMENT PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 167 | $27.4M | $41K |
| DEWPOINT, INC. DEWPOINT INC. 401(K) SAVINGS & RETIREMENT PLAN | LANSING, MI | Advisor / Consultant ADVISOR | 163 | $25.9M | $27K |