Cenero LLC 401(K) Plan — Form 5500 plan (Cenero LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cenero LLC 401(K) Plan is a benefit plan reported by Cenero LLC under EIN 23-3055677 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $11,422,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cenero LLC
- EIN
- 23-3055677
- Plan number
- 001
- Plan type
- 2
- Location
- Malvern, PA
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $11,422,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20241015133100NAL0016496067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,422,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,422,797
- Net assets (BOY)
- $8,407,419
Income & contributions
- Employer contributions
- $482,452
- Participant contributions
- $1,598,050
- Total contributions
- $2,538,747
- Total income / additions
- $3,929,448
Expenses & distributions
- Benefits paid
- $857,300
- Administrative expenses
- $56,770
- Total expenses
- $914,070
- Net increase / (decrease)
- $3,015,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,050 | $0 | 2023 |
| Hightower Advisors | OTHER SERVICES | $3,747 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |