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Sponsor portfolio

CEP CONSULTANTS INC.

EIN 11-2482296-financial services-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
26
1373 VETERANS HWY STE 10 - HAUPPAUGE, NY 117883047631-249-0500cepconsultantsinc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$849K - 25 part#003401k-$414K - 1 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PLAN & TRUST (#002)67%
  • PROFIT SHARING PLAN (#003)33%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)25
  • PROFIT SHARING PLAN (#003)1
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CEP CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$849K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CEP CONSULTANTS INC. PROFIT SHARING PLAN

401k

Assets$414K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CEP CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST401k$849K252025
003CEP CONSULTANTS INC. PROFIT SHARING PLAN401k$414K12025
Retirement plans
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