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Original filing (PDF)20251013140630NAL0001387537001
CESO, INC.
Form 5500
FILING_RECEIVED
LEADWISE 401(K) PLAN
401(k) retirement plan
Active participants
460
Accounts w/ balance
583
Plan assets (EOY)
$43.4M
Net assets (EOY)
$43.4M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CESO, INC..
Plan sponsor
Name
CESO, INC.
EIN
31-1229907
Address
PROGRESS PARK TOWER · 3601 RIGBY ROAD SUITE 300 · MIAMISBURG, OH · 45342
Phone
(937) 435-8584
Industry
Engineering 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BRADY, WARE & SCHOENFELD, INC.
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 | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRONSHORE FINANCIAL, LLC | 82-5023101 | — | ADVISOR | $23K | — |
Investments
29 direct securities· $43.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies - continued American Funds Target Date 2035 Blended fund # | — | — | — | $6.6M | 15.3% | |
| Fidelity 500 Index Fund Large-cap fund # | — | — | — | $6.0M | 13.8% | |
| American Funds Target Date 2055 Blended fund # | — | — | — | $5.5M | 12.7% | |
| American Funds Target Date 2045 Blended fund # | — | — | — | $4.7M | 10.8% | |
| American Funds Target Date 2050 Blended fund # | — | — | — | $4.2M | 9.7% | |
| American Funds Target Date 2025 Blended fund # | — | — | — | $3.9M | 9.0% | |
| American Funds Target Date 2065 Blended fund # | — | — | — | $3.3M | 7.5% | |
| American Funds Target Date 2040 Blended fund # | — | — | — | $2.4M | 5.4% | |
| Massmutual Select Blue Chip Growth R Growth fund # | — | — | — | $1.1M | 2.5% | |
| American Funds Target Date 2030 Blended fund # | — | — | — | $1.0M | 2.3% | |
| American Funds Target Date 2060 Blended fund # | — | — | — | $862K | 2.0% | |
| Victory Sycamore Established Value R6 Mid-cap fund # | — | — | — | $567K | 1.3% | |
| Money Market Fund Vanguard Money Market Fund Money market fund # | — | — | — | $466K | 1.1% | |
| Registered Investment Companies American Funds New Perspective Large-cap fund # | — | — | — | $461K | 1.1% | |
| Vanguard Small Cap Index Admiral Small-cap fund # | — | — | — | $398K | 0.9% | |
| Janus Triton Fund N Large-cap fund # | — | — | — | $349K | 0.8% | |
| Columbia Mid Cap Index 12 Mid-cap fund # | — | — | — | $331K | 0.8% | |
| Vanguard Equity-income Admiral Large-cap fund # | — | — | — | $249K | 0.6% | |
| PGIM High Yield R6 Large-cap fund # | — | — | — | $229K | 0.5% | |
| American Funds Target Date 2015 Blended fund # | — | — | — | $124K | 0.3% | |
| Dodge And Cox Global Bond Fund Bond fund # | — | — | — | $111K | 0.3% | |
| American Funds Target Date 2020 Blended fund # | — | — | — | $104K | 0.2% | |
| Vanguard Short-term Investment Grade Admiral Large-cap fund # | — | — | — | $89K | 0.2% | |
| Mfs International Diversification Fund R6 International fund # | — | — | — | $85K | 0.2% | |
| American Funds New World R6 Large-cap fund # | — | — | — | $83K | 0.2% | |
| Dodge and Cox Income X Fund Bond fund # | — | — | — | $81K | 0.2% | |
| Vanguard REIT Index Admiral Large-cap fund # | — | — | — | $39K | <0.1% | |
| American Funds Target Date 2010 Blended fund # | — | — | — | $34K | <0.1% | |
| Mfs Mid Cap Growth Mid-cap fund # | — | — | — | $2K | <0.1% |
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