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  2. Cleverley & Associates

Filings through Oct 24, 2026.

Cleverley & Associates

EIN 20-8087939-hospital & health care-Latest filing 2025
Plans
1
Retirement
1
$18.9M assets
Health & Benefits
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 filing
#001401(k)-$18.9M - 55 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CLEVERLEY & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k)

Assets$18.9M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CLEVERLEY & ASSOCIATES 401(K) PROFIT SHARING PLAN401(k)$18.9M552025
  • CLEVERLEY & ASSOCIATES 401(K) PROFIT SHARING PLAN$18.9M
    #001 · 401(k) · 202555
Retirement plans
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