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Original filing (PDF)20251008155730NAL0005790257001
CERIUM NETWORKS, INC
Form 5500
FILING_RECEIVED
CERIUM NETWORKS 401(K) PLAN
401(k) retirement plan
Active participants
136
Accounts w/ balance
166
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERIUM NETWORKS, INC.
Plan sponsor
Name
CERIUM NETWORKS, INC
EIN
91-2059896
Address
1636 W 1ST AVE., SUITE 100 · SPOKANE, WA · 99201
Phone
(509) 536-8610
Industry
Retail Tradesee 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
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE, MARTIN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT | — | LOS ANGELES, CA | RECORDKEEPER | $900 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY | — | LIBERTY LAKE, WA | CONTRACT ADMIN | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANASTASI MOORE & MARTIN PLLC | — | SPOKANE, WA | N/A | $22K | — |
Investments
24 direct securities· $19.5M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R5E | — | — | — | $5.0M | 23.7% | |
| Invesco Equally Wtd S&P 500 Y | — | — | — | $2.1M | 10.2% | |
| American Funds 2040 Target Date Retire R5E | — | — | — | $1.8M | 8.7% | |
| American Funds Capital World Grr & Inc R5E | — | — | — | $1.8M | 8.6% | |
| American Funds 2025 Target Date Retire R5E | — | — | — | $1.7M | 7.9% | |
| American Funds 2035 Target Date Retire R5E | — | — | — | $1.6M | 7.5% | |
| American Funds Inc Fund of America R5E | — | — | — | $1.2M | 5.7% | |
| American Funds 2045 Target Date Retire R5E | — | — | — | $830K | 3.9% | |
| American Funds 2050 Target Date Retire R5E | — | — | — | $736K | 3.5% | |
| American Funds SMALLCAP World R5E | — | — | — | $646K | 3.1% | |
| Oppenheimer Gold & Special Minerals Y | — | — | — | $314K | 1.5% | |
| American Funds New World R5E | — | — | — | $281K | 1.3% | |
| American Funds Bond Fund of America R5E | — | — | — | $280K | 1.3% | |
| American Funds 2030 Target Date Retire R5E | — | — | — | $247K | 1.2% | |
| American Funds 2060 Target Date Fund R5E | — | — | — | $228K | 1.1% | |
| American Funds 2055 Target Date Retire R5E | — | — | — | $199K | 0.9% | |
| American Funds Century Real Estate Inv | — | — | — | $180K | 0.9% | |
| American Funds 2010 Target Date Retire R5E | — | — | — | $72K | 0.3% | |
| to 9.50%, due 2025 to 2030 | — | — | — | $71K | 0.3% | |
| T. Rowe Price Health Sciences | — | — | — | $67K | 0.3% | |
| Invesco International Bond R6 | — | — | — | $26K | 0.1% | |
| American Funds 2015 Target Date Retire R5E | — | — | — | $16K | <0.1% | |
| American Funds 2065 Target Date Fund R5E | — | — | — | $14K | <0.1% | |
| American Funds 2020 Target Date Retire R5E | — | — | — | $5K | <0.1% |
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