Employers › CISO Global
Recordkeeping fees per participant · CISO Retirement Plan · plan year 2024
$92.71
Higher than 59% of the 7,477 plans $1 to 10M that report it.
= $17,059 / 184
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014135916NAL0002957697001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135916NAL0002957697001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $1 to 10M 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
$92.71
Higher than 46% of the 14,713 plans $1 to 10M that report it.
= $17,059 / 184
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014135916NAL0002957697001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135916NAL0002957697001, received 2025-10-14
Administrative expenses per participant
$201.39
Higher than 63% of the 15,210 plans $1 to 10M that report it.
= $37,055 / 184
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014135916NAL0002957697001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135916NAL0002957697001, received 2025-10-14
Administrative expenses as a share of assets
0.510%
Higher than 49% of the 15,243 plans $1 to 10M that report it.
= $37,055 / $7,259,538
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014135916NAL0002957697001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014135916NAL0002957697001, received 2025-10-14
Employer contributions per participant
$112
Higher than 3% of the 13,342 plans $1 to 10M that report it.
= $20,566 / 184
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014135916NAL0002957697001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135916NAL0002957697001, received 2025-10-14
Employer share of total contributions
1.7%
Higher than 2% of the 13,370 plans $1 to 10M that report it.
= $20,566 / $1,240,170
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014135916NAL0002957697001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014135916NAL0002957697001, received 2025-10-14
Plan terms are described in CISO Global, Inc.'s SEC filings: Form 10-K filed 2026-03-30. No term could be quoted from them with the required precision.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014135916NAL0002957697001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CISO GLOBAL INC. FORMERLY CERBERUS CYBER SENTINEL CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Plan name | CISO RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Sponsor EIN / plan number | 83-4210278 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Sponsor location | SCOTTSDALE, AZ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014135916NAL0002957697001, 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 20251014135916NAL0002957697001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Participants, beginning of year | 224 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Active participants | 144 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Participants, end of year | 201 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Participants with an account balance | 184 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Total assets, beginning of year | $6,907,349 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Total assets, end of year | $7,259,538 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Net assets, end of year | $7,259,538 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Total income | $2,131,028 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Net income | $352,189 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Employer contributions | $20,566 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Participant contributions | $1,063,807 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $155,797 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Total contributions | $1,240,170 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Benefit payments | $1,729,858 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $1,778,839 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Total administrative expenses | $37,055 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Recordkeeping fees | $17,059 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Investment advisory and management fees | $19,996 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Administrative expenses excluding investment management | $17,059 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Held in common/collective trusts | $48,293 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Held in mutual funds | $7,143,188 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014135916NAL0002957697001, received 2025-10-14 |
| Independent auditor | SEMPLE, MARCHAL & COOPER, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014135916NAL0002957697001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014135916NAL0002957697001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $17,059 | yes |
| UBS FINANCIAL SERVICES INC. | ADVISOR | 27 Investment advisory (plan) | $16,342 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $3,654 | yes |
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 20251014135916NAL0002957697001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $6,907,349 | $7,259,538 | 5.1% |
| Participants with a balance | 224 | 184 | -17.9% |
| Administrative expenses | $15,990 | $37,055 | 131.7% |
| Recordkeeping fees per participant | $41.58 | $92.71 | 122.9% |
| Employer contributions | $613,967 | $20,566 | -96.7% |
Prior filing 20241015175955NAL0017005619001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: CISO GLOBAL INC. FORMERLY CERBERUS CYBER SENTINEL CORPORATION; SEC registrant: CISO Global, Inc. (CIK 1777319, matched by EIN).