How big is Ceres Environmental Services Inc.'s plan?

Ceres Environmental Services Inc.'s plan reported $9.1M in assets and 710 participants for 2024.

Original filing (PDF)20260203075457NAL0003682466001

Ceres Environmental Services Inc.

Name: Ceres Environmental Services Inc. — Ceres Environmen, Form 5500 (2024)
Creator: Ceres Environmental Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ceres Environmental Services 401(k) Profit Sharing Plan

401(k) retirement plan · Ceres Environmental Services Inc.'s Ceres Environmental Services 401(k) Profit Sharing Plan held $9.1M in plan assets for 710 participants in 2024, with OneAmerica as recordkeeper.

Signals · 3

Late filing · 2.6 moLate participant contributionsCorrective distributions issued

Active participants

710

Accounts w/ balance

168

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

TIA Laurie signed Ceres Environmental Services Inc.'s 2024 Form 5500 as plan administrator.

TIA Laurie — 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

Ceres Environmental Services Inc.'s EIN is 41-1816075.

EIN 41-1816075

Plan number 001

Plan year 2024

ACK ID 20260203075457NAL0003682466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ceres Environmental Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 12K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Plan sponsor

Name

CERES ENVIRONMENTAL SERVICES INC.

EIN

all filings

Address

6371 BUSINESS BLVD., SUITE 100 · SARASOTA, FL · 34240

Phone

(763) 488-5603

Industry

Manufacturing

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

2026-02-03

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$3K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS	06-1397347	—	NONE	$21K	—

Investments

29 direct securities · 1 pooled fund· $16.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$7.4M

1 holding

Other securities

$5.7M

16 holdings

Common Collective Trusts

$992K

3 holdings

Common Stocks

$869K

2 holdings

Mutual Funds

$488K

6 holdings

Stable Value

$475K

1 holding

Bonds / Notes

$217K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$4.6M Fidelity$1.0M American Century$330K Vanguard$243K JPMorgan$229K American Funds (Capital Group)$172K Prudential / PGIM$114K Franklin Templeton$22K Janus Henderson

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					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$7.4M	81.0%
T. ROWE PRICE TROWEPRICE RET 2045 I MUTUAL FUND SHARES 0	Other securities	—	—	$945K	10.3%
FIDELITY 500 INDEX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$806K	8.8%
T. ROWE PRICE TROWEPRICE RET 2035 I MUTUAL FUND SHARES 0	Other securities	—	—	$684K	7.5%
VICTORY VIC PIONEER FNDAMENTAL GRTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$661K	7.2%
AMERICAN UNITED LIFE INS CO AUL FIXED ACCOUNT 0	Common Stocks	—	—	$629K	6.9%
T. ROWE PRICE TROWEPRICE RET 2040 I MUTUAL FUND SHARES 0	Other securities	—	—	$596K	6.5%
T. ROWE PRICE TROWEPRICE RET 2030 I MUTUAL FUND SHARES 0	Other securities	—	—	$551K	6.0%
AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0	Stable Value	—	—	$475K	5.2%
T. ROWE PRICE TROWEPRICE RET 2050 I MUTUAL FUND SHARES 0	Other securities	—	—	$406K	4.4%
AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$330K	3.6%
T. ROWE PRICE TROWEPRICE RET 2025 I MUTUAL FUND SHARES 0	Other securities	—	—	$269K	2.9%
T. ROWE PRICE TROWEPRICE RET 2020 I MUTUAL FUND SHARES 0	Other securities	—	—	$266K	2.9%
VANGUARD EXPLORER ADM MUTUAL FUND SHARES 0	Mutual Funds	—	—	$243K	2.7%
T. ROWE PRICE TROWEPRICE EQTY INC I MUTUAL FUND SHARES 0	Common Stocks	—	—	$240K	2.6%
JPMORGAN MID CAP GROWTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$229K	2.5%
T. ROWE PRICE TROWEPRICE RET 2015 I MUTUAL FUND SHARES 0	Other securities	—	—	$224K	2.5%
PARTICIPANTS LOANS 3.25% TO 8.5% 0	Bonds / Notes	—	—	$217K	2.4%
T. ROWE PRICE TROWEPRICE RET 2055 I MUTUAL FUND SHARES 0	Other securities	—	—	$200K	2.2%
FIDELITY TOTAL INTL IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$156K	1.7%
T. ROWE PRICE TROWEPRICE RET 2060 I MUTUAL FUND SHARES 0	Other securities	—	—	$146K	1.6%
AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$134K	1.5%
PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0	Other securities	—	—	$114K	1.2%
T. ROWE PRICE TROWEPRICE RET 2065 I MUTUAL FUND SHARES 0	Other securities	—	—	$58K	0.6%
FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0	Mutual Funds	—	—	$44K	0.5%
AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0	Mutual Funds	—	—	$38K	0.4%
FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$30K	0.3%
FRANKLIN/TEMPLETON WESTERN ASSET CORE PLUS BND IS MUTUAL FUND SHARES 0	Mutual Funds	—	—	$22K	0.2%
JANUS HENDERSON JAN HEN SMALL CAP VAL N MUTUAL FUND SHARES 0	Mutual Funds	—	—	$7K	<0.1%
T. ROWE PRICE TROWEPRICE RET 2005 I MUTUAL FUND SHARES 0	Other securities	—	—	$5K	<0.1%