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Original filing (PDF)20251014165825NAL0001677667001
CECO ENVIRONMENTAL CORP.
Form 5500
FILING_RECEIVED
CECO ENVIRONMENTAL 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
776
Accounts w/ balance
1,024
Plan assets (EOY)
$84.7M
Net assets (EOY)
$84.7M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CECO ENVIRONMENTAL CORP..
Plan sponsor
Name
CECO ENVIRONMENTAL CORP.
EIN
13-2566064
Address
5080 SPECTRUM DR. · SUITE 800E · ADDISON, TX · 75001
Phone
(214) 357-6181
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
35 direct securities· $84.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2035 Fund 1,075,414 | — | — | — | $12.8M | 15.1% | |
| Fidelity Freedom Blend 2025 Fund 1,047,686 | — | — | — | $11.5M | 13.5% | |
| Fidelity Freedom Blend 2030 Fund 916,190 | — | — | — | $10.3M | 12.2% | |
| Fidelity 500 Index Fund 31,501 | — | — | — | $6.4M | 7.6% | |
| Standard Guaranteed Fixed Interest Fund 162,237 | — | — | — | $5.0M | 5.9% | |
| Fidelity Freedom Blend 2045 Fund 374,185 | — | — | — | $4.7M | 5.6% | |
| Fidelity Freedom Blend 2050 Fund 319,652 | — | — | — | $4.0M | 4.8% | |
| Fidelity Freedom Blend 2040 Fund 314,867 | — | — | — | $3.9M | 4.6% | |
| Fidelity Freedom Blend 2015 Fund 300,105 | — | — | — | $3.1M | 3.6% | |
| Fidelity Freedom Blend 2055 Fund 228,431 | — | — | — | $2.9M | 3.4% | |
| Fidelity Freedom Blend 2020 Fund 254,760 | — | — | — | $2.7M | 3.2% | |
| JPMorgan Large Cap Growth Fund 31,296 | — | — | — | $2.6M | 3.1% | |
| Harbor Capital Appreciation Return Fund 21,746 | — | — | — | $2.5M | 2.9% | |
| Hartford International Opportunities Fund 75,539 | — | — | — | $1.5M | 1.7% | |
| MFS Value Fund 21,224 | — | — | — | $1.0M | 1.2% | |
| Fidelity Freedom Blend 2060 Fund 74,834 | — | — | — | $956K | 1.1% | |
| GUGHM Total Return Bond 39,944 | — | — | — | $937K | 1.1% | |
| Fidelity Government Money Market Fund 14 ** 14 * Fidelity Mid Cap Index Fund 26,386 | — | — | — | $891K | 1.1% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-9.50%, with maturities through August 2034 0 | — | — | — | $773K | 0.9% | |
| JPMorgan Mid Cap Growth Fund 14,709 | — | — | — | $761K | 0.9% | |
| American Balanced Fund 20,389 | — | — | — | $700K | 0.8% | |
| Wasatch Small Cap Value Fund 66,475 | — | — | — | $665K | 0.8% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Fund 13,098 | — | — | — | $626K | 0.7% | |
| Virtus Small Cap Growth Fund 14,303 | — | — | — | $478K | 0.6% | |
| BlackRock High Yield Bond Fund 65,264 | — | — | — | $463K | 0.5% | |
| Fidelity Freedom Blend 2065 Fund 34,103 | — | — | — | $450K | 0.5% | |
| Federated Hermes Total Return Bond Fund 46,880 | — | — | — | $438K | 0.5% | |
| BNY Mellon Appreciation Fund 9,102 | — | — | — | $354K | 0.4% | |
| Federated Hermes Kaufmann Small Cap Fund 4,765 | — | — | — | $231K | 0.3% | |
| Artisan International Small-Mid Fund 12,563 | — | — | — | $219K | 0.3% | |
| Fidelity Freedom Blend 2010 Fund 17,756 | — | — | — | $177K | 0.2% | |
| American Century Conservative Fund 28,589 | — | — | — | $154K | 0.2% | |
| American Century Aggressive Fund 16,388 | — | — | — | $127K | 0.1% | |
| Fidelity Freedom Blend Income Fund 10,370 | — | — | — | $101K | 0.1% | |
| Fidelity Freedom Blend 2070 Fund 264 | — | — | — | $3K | <0.1% |
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