Plan Snapshot
- Plan Sponsor: Cencore, LLC
- Sponsor EIN: 274422594
- Sponsor Address: 59 W 900 N, SPRINGVILLE, UT, 84663
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 476 | $4.0M | $413,751 | $769,472 |
| 2023 | 425 | $2.6M | $276,114 | $468,291 |
| 2022 | 221 | $1.6M | $162,662 | $306,586 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KEDDINGTON & CHRISTENSEN CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,803 | $30 | — | — | — |
| 2023 | $2,693 | $115 | — | — | — |
| 2022 | $1,334 | — | — | — | — |