Plan Snapshot
- Plan Sponsor: Ceres Environmental Services INC.
- Sponsor EIN: 411816075
- Sponsor Address: 6371 BUSINESS BLVD., SUITE 100, SARASOTA, FL, 34240
- Plan Type: 401(k)
- Total Participants: 710
- Total Assets: $9.1M
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 | 710 | $9.1M | $411,199 | $940,234 |
| 2023 | 516 | $7.8M | $380,391 | $905,658 |
| 2022 | 369 | $6.9M | $406,292 | $941,674 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $2,826 | $42,353 | $45,179 |
| USI ADVISORS | NONE | $20,695 | — | $20,695 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,874
- Estimated Expense Ratio: 0.721% 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 | $23,071 | $20,695 | $2,376 | — | — |
| 2023 | $19,046 | $17,684 | $1,362 | — | — |
| 2022 | $17,242 | — | $17,242 | — | — |