· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COMMERCIAL EQUIPMENT FINANCE, INC. — CEFI RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250218100205NAL0002955377001
COMMERCIAL EQUIPMENT FINANCE, INC.
Form 5500-SF
FILING_RECEIVED
CEFI RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
27
Accounts w/ balance
31
Plan assets (EOY)
$847K
Net assets (EOY)
$847K
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
COMMERCIAL EQUIPMENT FINANCE, INC.
.
Find decision makers
Plan sponsor
Name
COMMERCIAL EQUIPMENT FINANCE, INC.
EIN
66-0730301
Address
650 MUNOZ RIVERA AVE SUITE 101 · SAN JUAN, PR · 00918
Phone
(787) 302-2344
Industry
Real Estate
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
2025-02-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2S · Automatic enrollment
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
Similar-size Real Estate plans
B&B LOGISTICS, LLC
B&B LOGISTICS, LLC 401(K) PROFIT SHARING PLAN
$846K · 47 participants
TOTAL CORPORATE SOLUTIONS
TOTAL CORPORATE SOLUTIONS 401(K) PROFIT SHARING PLAN
$846K · 64 participants
PACIFIC TRAILER LEASING, INC.
PACIFIC TRAILER LEASING, INC. 401K PLAN
$844K · 7 participants
POWER TRIP RENTALS LLC
POWER TRIP RENTALS LLC
$850K · 61 participants
CENTRAL NEBRASKA EQUIPMENT, LLC
CENTRAL NEBRASKA EQUIPMENT, LLC 401(K) PLAN
100
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.
$852K · 16 participants
DIXIE C & S, INC.
DIXIE C & S, INC. 401(K) PROFIT SHARING PLAN
$839K · 13 participants
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants
