# CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN

Retirement plan sponsored by **THE CLEVELAND CLINIC FOUNDATION**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE CLEVELAND CLINIC FOUNDATION |
| EIN | 340714585 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | CLEVELAND, OH |
| Industry | medical practice |
| Total assets (end of year) | $10.52B |
| Participants | 88,028 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| KEY BANK NATIONAL ASSOCIATION | Investment advisory (participants) |
| STRATEGIC ADVISORS, INC. | Investment advisory (plan) |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeping fees; Securities brokerage commissions and fees; Participant loan processing; Account maintenance fees |
| ORION PORTFOLIO SOLUTIONS LLC | Investment advisory (participants) |
| SEQUOIA FINANCIAL ADVISORS LLC | Investment advisory (participants) |
| STRATOS WEALTH PARTNERS | Investment advisory (participants) |
| WILLIS TOWERS WATSON US LLC | Actuarial |
| COMMONWEALTH FINANCIAL NETWORK | Investment advisory (participants) |
| CARNEGIE INVESTMENT COUNSEL | Investment advisory (participants) |
| LARSON FINANCIAL GROUP LLC | Investment advisory (participants) |
| LINEWEAVER WEALTH ADVISORS LLC | Investment advisory (participants) |
| PRASAD WEALTH PARTNERS | Investment advisory (participants) |
| STRATEGIC WEALTH PARTNERS | Investment advisory (participants) |
| FAIRPORT, LLC | Investment advisory (participants) |
| POTOMAC FUND MANAGEMENT, INC. | Investment advisory (participants) |
| GRIES FINANCIAL CORPORATION | Investment advisory (participants) |
| FSM WEALTH ADVISORS LLC | Investment advisory (participants) |
| ABSOLUTE CAPITAL MANAGEMENT LL | Investment advisory (participants) |
| FLEXIBLE PLAN INVESTMENTS LTD | Investment advisory (participants) |
| ASSETMARK RETIREMENT SERVICES, INC. | Investment advisory (participants) |
| BEACON FINANCIAL ADVISORS, LLC | Investment advisory (participants) |
| CBIZ INVESTMENT ADVISORY SERVICES | Accounting (including auditing) |
| LPL FINANCIAL | Investment advisory (participants) |
| PEAK WEALTH SOLUTIONS INC | Investment advisory (participants) |
| B RILEY WEALTH MANAGEMENT INC | Investment advisory (participants) |
| SIGNATURE ESTATE & INVESTMENT | Investment advisory (participants) |
| ELIOS FINANCIAL GROUP INC | Investment advisory (participants) |
| CONSOLIDATED PORTFOLIO REVIEW CORP | Investment advisory (participants) |
| ARG PRIVATE WEALTH | Investment advisory (participants) |
| OSAIC WEALTH INC | Investment advisory (participants) |
| SANCTUARY ADVISORS, LLC | Investment advisory (participants) |
| ABOUND WEALTH MANAGEMENT LLC | Investment advisory (participants) |
| CWM LLC | Investment advisory (participants) |
| MAI CAPITAL MANAGEMENT, LLC | Investment advisory (participants) |
| SIGMA FINANCIAL CORPORATION | Investment advisory (participants) |
| LINCOLN FINANCIAL ADVISORS CORP | Investment advisory (participants) |
| REED FINANCIAL SERVICES, INC. | Investment advisory (participants) |
| CAMBRIDGE INVESTMENT RESEARCH | Investment advisory (participants) |
| 2 KNIGHTS WEALTH MGMT LLC | Investment advisory (participants) |
| FIDELITY INVESTMENTS INSTITUTIONAL | Sub-transfer agency fees |

## Other plans from this sponsor

- CLEVELAND CLINIC INVESTMENT PENSION PLAN: https://planoptica.com/retirement/340714585-011
- THE CLEVELAND CLINIC FOUNDATION CASH BALANCE PLAN: https://planoptica.com/retirement/340714585-003
- THE CCHS RETIREMENT PLAN: https://planoptica.com/retirement/340714585-001
- CLEVELAND CLINIC 401(K) PLAN: https://planoptica.com/retirement/340714585-004

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/340714585-002
- Cite as: PlanOptica, https://planoptica.com/retirement/340714585-002
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers