# Ceco Environmental Corp. 401(k) Plan
Source: https://planprovider.pro/companies/ceco-environmental-corp-401k-plan

> Ceco Environmental Corp.'s 401(k) plan: 776 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [KATZ SAPPER & MILLER LLP](https://planprovider.pro/provider/katz-sapper-and-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|—|—|—|

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