Cleveland Brothers Holdings 401(k) match, vesting and fees
What Cleveland Brothers Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Rsm US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Cleveland Brothers Holdings: employer contribution per participant | $2,984 | |
| Peer median | $2,066 |
| Cleveland Brothers Holdings: average balance | $150,776 | |
| Peer median | $77,876 |
| Cleveland Brothers Holdings: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $266M at the end of plan year 2021 to $284M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,916 | $284M | $5.6M | $2,984 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 1,799 | $260M | $11.7M | $6,621 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 1,662 | $224M | $10.2M | $6,233 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 1,575 | $266M | $7.4M | $4,822 | 0.06% | Not published | Form 5500 ↗ |
Other Cleveland Brothers Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cleveland Brothers Retirement Plan for Union Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Rsm US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Cleveland Brothers Holdings match 401(k) contributions?
The match terms for the Cleveland Brothers Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5.6M in employer contributions, about $2,984 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cleveland Brothers Holdings 401(k) match vested?
The vesting schedule for the Cleveland Brothers Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cleveland Brothers Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Administrative Committee.
I left Cleveland Brothers Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee, (717) 561-3316) or the recordkeeper, The Vanguard Group, Inc.. The Cleveland Brothers Holdings old 401(k) page lists the contacts from every plan filing. Find an old Cleveland Brothers Holdings 401(k)
Data from the public Form 5500 annual reports Cleveland Brothers Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cleveland Brothers Holdings. Not financial advice. Report a correction · Methodology