CERES FINANCIAL MANAGEMENT, LLC 401-K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$851K
Net assets (EOY)
$851K
Plan health score
94
/ 100
Grade A
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
80
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERES FINANCIAL MANAGEMENT, LLC.
Plan sponsor
Name
CERES FINANCIAL MANAGEMENT, LLC
EIN
26-2854539
Address
5301 BEETHOVEN STREET, SUITE 134 · LOS ANGELES, CA · 90066
Phone
(310) 566-6915
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
