Plan Snapshot
- Plan Sponsor: Ceco Environmental Corp.
- Sponsor EIN: 132566064
- Sponsor Address: 5080 SPECTRUM DR., ADDISON, TX, 75001
- Plan Type: 401(k)
- Total Participants: 776
- Total Assets: $84.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 776 | $84.7M | $2.4M | $4.7M |
| 2023 | 647 | $76.3M | $2.0M | $3.8M |
| 2022 | 600 | $66.0M | $1.5M | $3.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $54,452 | — | $54,452 |
| LPL FINANCIAL LLC | ADVISOR | $40,000 | — | $40,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,904 | — | $14,904 |
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LPL FINANCIAL LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- KATZ SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,356
- Estimated Expense Ratio: 0.129% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $113,208 | $54,904 | — | — | — |
| 2023 | $92,971 | $48,793 | — | — | — |
| 2022 | $103,251 | $6,448 | — | — | — |