# Ceso, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ceso-inc-401k-plan

> Ceso, INC.'s 401(k) plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [BRADY, WARE & SCHOENFELD, INC.](https://planprovider.pro/provider/brady-ware-and-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|—|—|—|—|

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