Employers › Ceco Environmental
Recordkeeping fees per participant · Ceco Environmental 401(k) Savings and Retirement Plan · plan year 2024
$53.18
Higher than 37% of the 5,847 plans $50 to 250M that report it.
= $54,452 / 1,024
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014165825NAL0001677667001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165825NAL0001677667001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$56.94
Higher than 28% of the 8,758 plans $50 to 250M that report it.
= $58,304 / 1,024
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014165825NAL0001677667001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165825NAL0001677667001, received 2025-10-14
Administrative expenses per participant
$110.55
Higher than 40% of the 9,042 plans $50 to 250M that report it.
= $113,208 / 1,024
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165825NAL0001677667001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165825NAL0001677667001, received 2025-10-14
Administrative expenses as a share of assets
0.134%
Higher than 49% of the 9,049 plans $50 to 250M that report it.
= $113,208 / $84,652,555
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165825NAL0001677667001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014165825NAL0001677667001, received 2025-10-14
Employer contributions per participant
$2,380
Higher than 42% of the 9,105 plans $50 to 250M that report it.
= $2,437,129 / 1,024
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165825NAL0001677667001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165825NAL0001677667001, received 2025-10-14
Employer share of total contributions
28.5%
Higher than 46% of the 9,112 plans $50 to 250M that report it.
= $2,437,129 / $8,542,265
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165825NAL0001677667001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014165825NAL0001677667001, received 2025-10-14
Plan terms are described in Ceco Environmental Corp.'s SEC filings: Form 10-K filed 2026-03-02. No term could be quoted from them with the required precision.
3H controlled-group sponsor · 2E profit-sharing · 3D IRS pre-approved plan · 2U · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014165825NAL0001677667001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CECO ENVIRONMENTAL CORP. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Plan name | CECO ENVIRONMENTAL 401(K) SAVINGS AND RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Sponsor EIN / plan number | 13-2566064 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Sponsor location | ADDISON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Industry (business code) | 331310, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Participants, beginning of year | 938 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Active participants | 776 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Participants, end of year | 1,111 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Participants with an account balance | 1,024 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Total assets, beginning of year | $76,261,188 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Total assets, end of year | $84,652,555 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Net assets, end of year | $84,652,555 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Total income | $17,545,135 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Net income | $8,391,367 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Employer contributions | $2,437,129 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Participant contributions | $4,735,119 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $1,370,017 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Total contributions | $8,542,265 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Benefit payments | $9,010,791 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $9,153,768 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Total administrative expenses | $113,208 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Recordkeeping fees | $54,452 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Investment advisory and management fees | $54,904 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Administrative expenses excluding investment management | $58,304 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Held in mutual funds | $78,637,570 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014165825NAL0001677667001, received 2025-10-14 |
| Independent auditor | KATZ SAPPER & MILLER LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014165825NAL0001677667001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014165825NAL0001677667001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $54,452 | yes |
| LPL FINANCIAL LLC | ADVISOR | 27 Investment advisory (plan) | $40,000 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $14,904 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014165825NAL0001677667001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $76,261,188 | $84,652,555 | 11.0% |
| Participants with a balance | 896 | 1,024 | 14.3% |
| Administrative expenses | $92,971 | $113,208 | 21.8% |
| Recordkeeping fees per participant | $49.29 | $53.18 | 7.9% |
| Employer contributions | $1,990,316 | $2,437,129 | 22.4% |
Prior filing 20241015145936NAL0058280386001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: CECO ENVIRONMENTAL CORP.; SEC registrant: CECO ENVIRONMENTAL CORP (CIK 3197, matched by EIN).