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Original filing (PDF)20251013124504NAL0001243905001
CEDIEL CONCESSION MANAGEMENT
Form 5500
FILING_RECEIVED
CEDIEL CONCESSION MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
~331 bps in Sched C fees
Active participants
163
Accounts w/ balance
163
Plan assets (EOY)
$159K
Net assets (EOY)
$159K
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 331 bps in Schedule C fees — 110% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDIEL CONCESSION MANAGEMENT.
Plan sponsor
Name
CEDIEL CONCESSION MANAGEMENT
EIN
46-1845701
Address
19595 RIVERWALK DR · PORTER, TX · 77365
Phone
(713) 851-8867
Industry
Accommodation & Food 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
METZ CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $5K | — |
Investments
17 direct securities· $159K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $26K | 16.6% | |
| Schwab Total Stock Market Index Fund Mutual Fund | — | — | — | $26K | 16.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $19K | 11.7% | |
| iShares Core U.S. Aggregate Bond ETF Mutual Fund | — | — | — | $19K | 11.6% | |
| Schwab International Equity ETF Mutual Fund | — | — | — | $12K | 7.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $8K | 4.7% | |
| iShares Core S&P 500 ETF Mutual Fund | — | — | — | $7K | 4.6% | |
| Schwab U.S.Large-Cap Growth Fund Mutual Fund | — | — | — | $6K | 3.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $6K | 3.8% | |
| Vanguard Value ETF Mutual Fund | — | — | — | $6K | 3.6% | |
| Schwab US Aggregate Bond Index Fund Mutual Fund | — | — | — | $6K | 3.5% | |
| Vanguard FTSE Emerging Market Fund Mutual Fund | — | — | — | $5K | 3.1% | |
| Fidelity Long-Term Treasury Bond Index Fund Mutual Fund | — | — | — | $5K | 3.1% | |
| Vanguard Mid-Cap ETF Mutual Fund | — | — | — | $4K | 2.3% | |
| iShares Core International Aggregate Bond ETF Mutual Fund | — | — | — | $2K | 1.5% | |
| iShares Core S&P Small-Cap ETF Mutual Fund | — | — | — | $2K | 1.5% | |
| Schwab US REIT ETF Mutual Fund | — | — | — | $1K | 0.8% |
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