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Sponsor portfolio

CERIO CORP

EIN 87-2519254-machinery-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
33
1327 GOODWIN STREET SW - LIVE OAK, FL 32064786-487-9367cerio.bizLinkedIn11-50 employeesmachinery
Plans on this EIN
2 filings
#002CashBalance-$765K - 8 part#001401k-$692K - 25 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • CERIO CORP 401(K) (#001)47%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CERIO CORP 401(K) (#001)25
  • CASH BALANCE PLAN (#002)8
Total 33Click 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

CERIO CORP CASH BALANCE PLAN

CashBalance

Assets$765K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CERIO CORP 401(K) PLAN

401k

Assets$692K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CERIO CORP CASH BALANCE PLANCashBalance$765K82024
001CERIO CORP 401(K) PLAN401k$692K252024
Retirement plans
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