Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CLEVELAND BROTHERS HOLDINGS, INC.
EIN 20-3561796Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$349.0M assets
Welfare
0
Participants
2,493
5300 PAXTON STREET - HARRISBURG, PA 17105717-561-3316
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $349.0M assets / 2,493 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEVELAND BROTHERS RETIREMENT PLAN
401k
Assets$283.8M
Participants1,916
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#008
CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES
401k
Assets$65.2M
Participants577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEVELAND BROTHERS RETIREMENT PLAN | 401k | $283.8M | 1,916 | 2024 | |
| 008 | CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | 401k | $65.2M | 577 | 2024 |
Retirement plans