Search public Form 5500 filings

13 results

Companies

companyCleveland Brothers Holdings, Inc.
EIN: 20-3561796Location: PAPlans: 2Latest: 2023

planCleveland Brothers Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Cleveland Brothers Holdings, Inc.EIN: 20-3561796Plan: 001Participants: 1,662Assets: $259,936,393Location: Harrisburg, PALatest: 2023
planCleveland Brothers Retirement Plan For Union EmployeesFinancial statementProvider compensation2023 filing
Sponsor: Cleveland Brothers Holdings, Inc.EIN: 20-3561796Plan: 008Participants: 543Assets: $59,412,588Location: Harrisburg, PALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Cleveland Brothers Retirement Plan
Sponsor: Cleveland Brothers Holdings, Inc.EIN: 20-3561796Plan: 001Ack ID: 20241014091736NAL0025804385001
filing2023 Form 5500 — Cleveland Brothers Retirement Plan For Union Employees
Sponsor: Cleveland Brothers Holdings, Inc.EIN: 20-3561796Plan: 008Ack ID: 20241014082349NAL0014643987001