Plan Snapshot
- Plan Sponsor: Cesiumastro, INC.
- Sponsor EIN: 815150046
- Sponsor Address: 13215 BEE CAVE PARKWAY, SUITE A-300, AUSTIN, TX, 78738
- Plan Type: 401(k)
- Total Participants: 217
- 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 | 217 | $9.1M | $850,846 | $1.7M |
| 2023 | 127 | $5.9M | $557,236 | $1.1M |
| 2022 | 138 | $2.9M | $420,189 | $808,286 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $15,157 | — | $15,157 |
| PRECEPT ADVISORY GROUP LLC | RIA | $5,104 | — | $5,104 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,261
- Estimated Expense Ratio: 0.223% 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 | $21,780 | $5,205 | $16,575 | — | — |
| 2023 | $6,767 | — | $6,767 | — | — |
| 2022 | — | — | — | — | — |