Original filing (PDF)20250807102045NAL0010730402001

CENTER FOR A NEW ECONOMY, INC.

Name: CENTER FOR A NEW ECONOMY, INC. — CNE SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: CENTER FOR A NEW ECONOMY, INC.

Form 5500-SF

FILING_RECEIVED

CNE SAVINGS AND RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$361K

Net assets (EOY)

$361K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTER FOR A NEW ECONOMY, INC..

Plan sponsor

Name

CENTER FOR A NEW ECONOMY, INC.

EIN

66-0566096all filings

Address

PO BOX 9024240 · SAN JUAN, PR · 009024240

Phone

(787) 622-1120

Industry

Other Services (ex. Public Admin)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

2025-08-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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AFRICAN LEADERSHIP FOUNDATION

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GEORGIA ASSOC.OF EDUCATORS, INC.

GEORGIA ASSOCIATION OF EDUCATORS 401(K) PLAN

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FISCAL ALLIANCE FOUNDATION

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INTERNATIONAL LONGSHOREMEN'S ASSOCIATION

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