Retirement plan

CEANN COMPANY RETIREMENT PLAN

Name: CEANN COMPANY, LLC - CEANN COMPANY RETIREMENT PLAN (2019) Form 5500
Creator: CEANN COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CEANN COMPANY RETIREMENT PLAN, CEANN COMPANY, LLC

CEANN COMPANY, LLCEIN 45-4058036Plan #001PY 2019

11100 WAYZATA BLVD., SUITE 230 - MINNETONKA, MN 55305952-681-2891LinkedIn1-10 employeesreal estate

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed May 20, 2025

Plan administrator

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11100 Wayzata Blvd., Suite 230

Minnetonka, MN 55305

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Plans declared (2)

Plan name not on file1 emp
Plan name not on file1 emp

Total covered: 2 employees

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Total assets (EOY)

$400K

+40.6% from 2018

Total participants

-10.0% from 2018

Average account balance

$57,074

+60.7% from 2018

Annual return

25.68%

+31.01 pp from 2018

Benchmarks

See 13,237 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,237 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$174K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2819

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$29K

$4182 / participant

Other / not subdivided$29K100.0%

% of EOY assets

7.327%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,074

$104,937-45.6%

$84,628-32.6%

$152,897-62.7%

Participation rate

71.4%

74.8%-3.4pp

68.2%+3.2pp

82.5%-11.0pp

Annual return

25.68%

373.88%-348.2pp

258.80%-233.1pp

345.43%-319.8pp

Employer contribution / active EE

$3,303-100.0%

$2,653-100.0%

$4,764-100.0%

Participant deferral / active EE

$10,144

$4,690+116.3%

$3,900+160.1%

$5,851+73.4%

Admin fee / account holder

$4,182

$6,243-33.0%

$4,914-14.9%

$11,599-63.9%

CEANN COMPANY RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CEANN COMPANY RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (2)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion