Plan Snapshot
- Plan Sponsor: Ciee, INC.
- Sponsor EIN: 134038907
- Sponsor Address: 400 CONGRESS STREET, SUITE 316, PORTLAND, ME, 04101
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,050
- Total Assets: $53.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,050 | $53.1M | $0 | $0 |
| 2024 | 428 | $44.5M | $1.0M | $1.7M |
| 2023 | 403 | $42.9M | $849,763 | $1.5M |
| 2022 | 336 | $36.2M | $713,264 | $1.1M |
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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | — | $15,749 | $15,749 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,749
- Estimated Expense Ratio: 0.030% 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 |
|---|---|---|---|---|---|
| 2025 | $2,365,434 | — | $42,216 | — | — |
| 2024 | $36,962 | — | $36,662 | — | — |
| 2023 | $35,651 | — | $35,501 | — | — |
| 2022 | $26,072 | — | — | — | — |