Department of Labor filing

CE BROKER, INC.

CE BROKER, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

73filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$1,840

Reported employer contributions per active participant.

Higher than about 62% of comparable plans

#People in the filing

155

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$1 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 99% of comparable plans

↗Investment performance

Not available

Plan assets changed 38.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202473out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions62nd percentileTypical peer $1,360 · based on 585 comparable plans

Lower reported administrative expense99th percentileTypical peer $113 · based on 639 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CE BROKER, INC. reported $285,145 in employer contributions across the plan and 155 active participants. That works out to $1,840 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy69%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 847.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context73/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $285,145
Participant contributions: $1,338,503
Other contributions: $438,690
Employer share of reported contributions: 17.6%
Beginning assets: $5,825,544
Ending assets: $8,051,054
Ending net assets: $8,051,054
Ending liabilities: $0
Total income: $3,146,579
Total expenses: $921,069
Administrative expenses: $261
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$194

2023

$1,067

2024

$1,840

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

173

2023

165

2024

155

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,840	155	8.1M	20251017131237NAL0003984707001
2023	$1,067	165	5.8M	20241003155552NAL0010109809001
2022	$194	173	5.7M	20230815154355NAL0000419507001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 830353592-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 1, 2017
Industry: Administrative and support services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20251017131237NAL0003984707001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗