· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
C.E.O., INC. — C.E.O., INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711052847NAL0016543570001
C.E.O., INC.
Form 5500-SF
FILING_RECEIVED
C.E.O., INC. 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
40
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
C.E.O., INC.
.
Find decision makers
Plan sponsor
Name
C.E.O., INC.
EIN
56-1879154
Address
3300 CAMBRIA ROAD · CHARLOTTE, NC · 28210
Phone
(704) 372-4701
Industry
Professional & Technical Services
see 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
BLUE HERON CONSULTING II LLC
BLUE HERON CONSULTING II LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 24 participants
QI TECH LLC
QI TECH LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 18 participants
MEVERDEN ENVIRONMENTAL INC.
MEVERDEN ENVIRONMENTAL INC. 401K PLAN
$1.4M · 6 participants
AFTERBURNER, INC.
AFTERBURNER 401(K) PLAN
$1.4M · 6 participants
THE CADENCE GROUP LIMITED LIABILITY COMPANY
THE CADENCE GROUP 401(K) PLAN
65
Knocking points off
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 2 participants
ANDRESON HOLDINGS, INC.
ANDRESON HOLDINGS 401(K) PLAN
$1.4M · 22 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
