How big is Ceres Financial Management, LLC's plan?

Ceres Financial Management, LLC's plan reported $851K in assets and 6 participants for 2024.

Original filing (PDF)20250728152505NAL0000886227001

Ceres Financial Management, LLC

Name: Ceres Financial Management, LLC — Ceres Financial, Form 5500 (2024)
Creator: Ceres Financial Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ceres Financial Management, LLC 401-K Profit Sharing Plan

401(k) retirement plan · Ceres Financial Management, LLC's Ceres Financial Management, LLC 401-K Profit Sharing Plan held $851K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

Plan identifiers

Ceres Financial Management, LLC's EIN is 26-2854539.

EIN 26-2854539

Plan number 001

Plan year 2024

ACK ID 20250728152505NAL0000886227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ceres Financial Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ceres Financial Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERES FINANCIAL MANAGEMENT, LLC.

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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