Cepeda Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cepeda Associates, INC.
  • Sponsor EIN: 610918947
  • Sponsor Address: 500 EAST BURNETT AVENUE, LOUISVILLE, KY, 40217
  • Plan Type: DC
  • Total Participants: 90
  • Total Assets: $45.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202490$45.1M$252,156$0
202381$39.4M$252,156$0
202271$38.1M$252,156$0

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