· 2022–2024 · DOL EFAST2

CES Investments LLC — CES Investments - 401(k), Form 5500 (2025)

Original filing (PDF)20260720130737NAL0009579121001

CES Investments LLC

Form 5500-SF

FILING_RECEIVED

CES Investments - 401(k)

401(k) retirement plan · CES Investments LLC's CES Investments - 401(k) held $91K in plan assets for 1 participants in 2025.

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CES INVESTMENTS LLC.

Plan sponsor

Name

CES INVESTMENTS LLC

EIN

85-3253928all filings

Address

2 SPRUCE TERR · MOUNT ARLINGTON, NJ · 07856

Phone

(201) 317-0957

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Guild Investment Management 401

Guild Investment Management 401(k) Profit Sharing Plan & TRU

$91K · 7 participants

Valdes & Moreno, Inc.

Valdes & Moreno Inc. 401(k) Profit Sharing Plan and Trust

$92K · 8 participants

Edison 401(k) Plan

$93K · 1 participants

Jack A. Stevens, DBA Jack Stevens Financial Services

Jack A. Stevens, DBA Jack Stevens Financial Services

$89K · 2 participants

Verbeek & Associates

Verbeek & Associates 401(k) Profit Sharing Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.