Plan Snapshot
- Plan Sponsor: Ceso, INC.
- Sponsor EIN: 311229907
- Sponsor Address: PROGRESS PARK TOWER, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 460
- Total Assets: $43.4M
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 | 460 | $43.4M | $1.7M | $4.0M |
| 2023 | 376 | $32.1M | $1.5M | $3.5M |
| 2022 | 453 | $24.8M | $1.8M | $3.3M |
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 | $70,768 | — | $70,768 |
| IRONSHORE FINANCIAL, LLC | ADVISOR | $22,500 | — | $22,500 |
| BRADY, WARE & SCHOENFELD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BRADY, WARE & SCHOENFELD, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,268
- Estimated Expense Ratio: 0.215% 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 | $93,268 | $22,500 | $277 | — | — |
| 2023 | $72,138 | $17,500 | — | — | — |
| 2022 | $67,800 | — | — | — | — |