Sponsor portfolio
CLEVERLEY & ASSOCIATES
EIN 20-8087939hospital & health careLatest filing 2025
Plans
1
Retirement
1
$18.9M assets
Welfare
0
Participants
55
121 W WILSON BRIDGE RD, SUITE 400 - WORTHINGTON, OH 43085614-543-7777cleverleyassociates.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEVERLEY & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $18.9M | 55 | 2025 |
Retirement plans