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CEI CAPITAL MANAGEMENT LLC — CEI CAPITAL MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260202115444NAL0001830019001
CEI CAPITAL MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
CEI CAPITAL MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CEI CAPITAL MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
CEI CAPITAL MANAGEMENT LLC
EIN
46-0496505
Address
30 FEDERAL STREET, SUITE 200 · BRUNSWICK, ME · 04011
Phone
(207) 772-2886
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-02-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee / custodian
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