Ceso, Inc. 401(k) Plan: Login, Facts & Contact Information

Ceso, Inc. 401(k) Plan Facts

Plan name
LEADWISE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CESO, INC.
Participants
563 (460 active employees)
Former employees with a balance
145
Plan assets
$43,423,165 at Dec 31, 2024
Average account balance
$74,482 across 583 accounts
Employer contributions
$1,669,615 in plan year 2024 (17% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.1 million went into the plan in contributions, $1.67 million of it from the employer (17%).
  • $3.99 million was paid out to participants.
  • Investment and other income added $5.29 million.
  • Administrative expenses were $93,268, about $160 per account.

How the Ceso, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019233$13.5 million$733,473$466,169
2020298$18.7 million$1.14 million$990,210
2021368$24.3 million$1.27 million$1.35 million
2022614$24.8 million$1.80 million$1.13 million
2023617$32.1 million$1.47 million$3.30 million
2024563$43.4 million$1.67 million$3.99 million

Ceso, Inc. 401(k) Contact Information

Phone
937-435-8584
Mailing address
PROGRESS PARK TOWER 3601 RIGBY ROAD SUITE 300, MIAMISBURG OH 45342
Plan sponsor
CESO, INC.
Employer identification number (EIN)
31-1229907
Plan number
001

Questions about the Ceso, Inc. 401(k)

Does Ceso, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.67 million, 17% of all contributions.

Does the Ceso, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Ceso, Inc 401(k) plan?

563 participants at the start of plan year 2024, 460 of them active employees, and 145 former employees who still had money in the plan.

What is the average 401(k) balance at Ceso, Inc?

About $74,482 per account: $43.4 million in plan assets across 583 accounts with a balance at the end of plan year 2024.

Who manages the Ceso, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ceso, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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