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Original filing (PDF)20250902153556NAL0008551779001
CIEE, INC.
Form 5500
FILING_RECEIVED
CIEE RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
428
Accounts w/ balance
896
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
1 pooled trust
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIEE, INC..
Plan sponsor
Name
CIEE, INC.
EIN
13-4038907
Address
600 SOUTHBOROUGH DRIVE, SUITE 104 · SOUTH PORTLAND, ME · 04106
Phone
(207) 553-4000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
63 direct securities · 1 pooled fund· $44.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$43.5M
62 holdings
Pooled Separate Account
$498K
1 holding
Guaranteed Income / GIC
$414K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * TIAA and CREF Stock R1 (1) | — | — | — | $5.1M | 11.5% | |
| Guaranteed Annuity Contract * TIAA and CREF TIAA Traditional Annuity (1) | — | — | — | $4.9M | 11.0% | |
| Vanguard 500 Index Admiral Fund (1) | — | — | — | $3.7M | 8.4% | |
| Nuveen Lifcyc In 2050 F R6 (1) | — | — | — | $3.7M | 8.4% | |
| Nuveen Lifcyc In 2045 F R6 (1) | — | — | — | $3.3M | 7.3% | |
| Nuveen Lifcyc In 2035 F R6 (1) | — | — | — | $2.1M | 4.6% | |
| Nuveen Lifcyc In 2040 F R6 (1) | — | — | — | $1.8M | 4.1% | |
| Vanguard Growth Index Admiral Fund (1) | — | — | — | $1.6M | 3.7% | |
| TIAA and CREF Social Choice R1 (1) | — | — | — | $1.6M | 3.6% | |
| TIAA and CREF Growth R1 (1) | — | — | — | $1.5M | 3.3% | |
| TIAA and CREF Global Equities R1 (1) | — | — | — | $1.4M | 3.1% | |
| Nuveen Lifcyc In 2055 F R6 (1) | — | — | — | $1.3M | 3.0% | |
| TIAA and CREF Equity Index R1 (1) | — | — | — | $742K | 1.7% | |
| Nuveen Lifcyc In Rt I F R6 (1) 2090 American Funds New Perspective Fund R6 (1) | — | — | — | $732K | 1.6% | |
| Nuveen Lifcyc In 2015 F R6 (1) 1 Nuveen Lifcyc In 2020 F R6 (1) | — | — | — | $652K | 1.5% | |
| TIAA and CREF Money Market R1 (1) | — | — | — | $638K | 1.4% | |
| Vanguard Value Index Admiral Fund (1) | — | — | — | $610K | 1.4% | |
| Vanguard Developed Markets Index Admiral Fund (1) | — | — | — | $579K | 1.3% | |
| Nuveen Lifcyc In 2025 F R6 (1) | — | — | — | $506K | 1.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $498K | 1.1% | |
| Parnassus Core Equity Institutional Fund (1) | — | — | — | $487K | 1.1% | |
| Nuveen Lifcyc In 2060 F R6 (1) | — | — | — | $465K | 1.0% | |
| Vanguard Balanced Index Admiral Fund (1) | — | — | — | $421K | 0.9% | |
| * Voya Fixed Account (1) | Guaranteed Income / GIC | — | — | $414K | 0.9% | |
| TIAA and CREF TIAA Access Lifecycle 2045 T4 (1) | — | — | — | $407K | 0.9% | |
| TIAA and CREF TIAA Access Lifecycle 2035 T4 (1) | — | — | — | $348K | 0.8% | |
| TIAA and CREF TIAA Access Lifecycle 2040 T4 (1) | — | — | — | $330K | 0.7% | |
| Nuveen Lifcyc In 2030 F R6 (1) | — | — | — | $311K | 0.7% | |
| TIAA and CREF Bond Market R1 (1) | — | — | — | $288K | 0.6% | |
| Vanguard Federal Money Market Fund (1) | — | — | — | $287K | 0.6% | |
| Nuveen Lifcyc In 2010 F R6 (1) | — | — | — | $286K | 0.6% | |
| John Hancock Bond Fund R6 (1) | — | — | — | $276K | 0.6% | |
| Dimensional Fund Advisors Real Estate Securities Institutional Fund (1) | — | — | — | $256K | 0.6% | |
| TIAA and CREF TIAA Access Lifecycle 2010 T4 (1) | — | — | — | $247K | 0.6% | |
| TIAA and CREF TIAA Access Lifecycle 2050 T4 (1) | — | — | — | $238K | 0.5% | |
| Vanguard Mid-Cap Growth Index Admiral Fund (1) | — | — | — | $218K | 0.5% | |
| Vanguard Mid-Cap Value Index Admiral Fund (1) | — | — | — | $217K | 0.5% | |
| TIAA and CREF TIAA Access Lifecycle 2030 T4 (1) | — | — | — | $199K | 0.4% | |
| Vanguard Small-Cap Value Index Admiral Fund (1) | — | — | — | $181K | 0.4% | |
| TIAA and CREF Inflation – Linked Bond R1 (1) | — | — | — | $160K | 0.4% | |
| TIAA and CREF TIAA Access Large-Cap Responsible Equity T4 (1) | — | — | — | $146K | 0.3% | |
| Vanguard Small-Cap Growth Index Admiral Fund (1) | — | — | — | $138K | 0.3% | |
| TIAA and CREF TIAA Access Lifecycle 2020 T4 (1) | — | — | — | $117K | 0.3% | |
| Dimensional Fund Advisors Inflation-Protected Securities Fund (1) | — | — | — | $116K | 0.3% | |
| TIAA and CREF TIAA Access Lifecycle 2025 T4 (1) | — | — | — | $116K | 0.3% | |
| Vanguard Small-Cap Index Admiral Fund (1) | — | — | — | $96K | 0.2% | |
| Notes receivable Maturities through 2029; interest rates from participants 3.25% to 8.50% - | — | — | — | $93K | 0.2% | |
| TIAA and CREF TIAA Access International Equity T4 (1) | — | — | — | $79K | 0.2% | |
| TIAA and CREF TIAA Access Large-Cap Value T4 (1) | — | — | — | $75K | 0.2% | |
| TIAA and CREF TIAA Access Large-Cap Growth T4 (1) | — | — | — | $69K | 0.2% | |
| TIAA and CREF TIAA Access Real Estate Securities T4 (1) | — | — | — | $57K | 0.1% | |
| TIAA and CREF TIAA Access Small-Cap Equity T4 (1) | — | — | — | $52K | 0.1% | |
| Vanguard Mid-Cap Index Admiral Fund (1) | — | — | — | $51K | 0.1% | |
| TIAA and CREF TIAA Access Lifecycle 2015 T4 (1) | — | — | — | $51K | 0.1% | |
| Nuveen Lifcyc In 2065 F R6 (1) | — | — | — | $49K | 0.1% | |
| TIAA and CREF TIAA Access Mid-Cap Value T4 (1) | — | — | — | $42K | <0.1% | |
| TIAA and CREF TIAA Access Small-Cap Blend Index T4 (1) | — | — | — | $35K | <0.1% | |
| TIAA and CREF TIAA Access Core Equity T4 (1) | — | — | — | $27K | <0.1% | |
| American Funds New World Fund R6 (1) | — | — | — | $21K | <0.1% | |
| TIAA and CREF TIAA Access Core Bond Plus T4 (1) | — | — | — | $9K | <0.1% | |
| TIAA and CREF TIAA Access Lifecycle Retirement Income T4 (1) | — | — | — | $9K | <0.1% | |
| TIAA and CREF TIAA Access Equity Index T4 (1) | — | — | — | $8K | <0.1% | |
| Lord Abbett Bond Debenture Fund R6 (1) | — | — | — | $3K | <0.1% | |
| TIAA and CREF TIAA Access Mid-Cap Growth T4 (1) | — | — | — | $2K | <0.1% |