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Original filing (PDF)20231013145434NAL0067736722001
CERES TERMINALS INCORPORATED
Form 5500
FILING_RECEIVED
CERES MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
81
Accounts w/ balance
171
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERES TERMINALS INCORPORATED.
Plan sponsor
Name
CERES TERMINALS INCORPORATED
EIN
20-1920468
Address
565 MARRIOTT DRIVE · SUITE 400 · NASHVILLE, TN · 37214
Phone
(615) 232-7800
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRAFT CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | 13-2638166 | — | CONSULTANT | $21K | — |
Investments
1 pooled fund· $50K(1% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRP STABLE VALUE E T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $50K | 0.5% |
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