How big is Ceteris Portfolio Services' plan?

Ceteris Portfolio Services' plan reported $597K in assets and 19 participants for 2024.

Original filing (PDF)20250910111754NAL0035422800001

Ceteris Portfolio Services

Name: Ceteris Portfolio Services — Ceteris Portfolio, Form 5500 (2024)
Creator: Ceteris Portfolio Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ceteris Portfolio Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ceteris Portfolio Services' Ceteris Portfolio Services 401(k) Profit Sharing Plan & Trust held $597K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

People on this filing

NOEL EZYK signed Ceteris Portfolio Services' 2024 Form 5500 as plan administrator.

NOEL EZYK — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ceteris Portfolio Services' EIN is 22-3333531.

EIN 22-3333531

Plan number 001

Plan year 2024

ACK ID 20250910111754NAL0035422800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ceteris Portfolio Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ceteris Portfolio Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CETERIS PORTFOLIO SERVICES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

CETERIS PORTFOLIO SERVICES

EIN

all filings

Address

28820 MOUND RD · WARREN, MI · 480925510

Phone

(856) 925-1032

Industry

Real Estate

Plan administrator