Plan Snapshot
- Plan Sponsor: Cenergistic, LLC
- Sponsor EIN: 752195821
- Sponsor Address: 5950 SHERRY LANE, DALLAS, TX, 75225
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $23.4M
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 | 154 | $23.4M | $336,430 | $740,371 |
| 2023 | 180 | $22.6M | $395,857 | $803,644 |
| 2022 | 208 | $23.2M | $410,515 | $790,068 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $86,484 | — | $86,484 |
| MML INSURANCE AGENCY, LLC | BROKER/DEALER | — | $43,824 | $43,824 |
| LANE GORMAN TRUBITT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANE GORMAN TRUBITT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $130,308
- Estimated Expense Ratio: 0.557% of plan assets
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 | $85,884 | $3,600 | $863 | — | — |
| 2023 | $96,353 | $4,293 | $75,110 | — | — |
| 2022 | $97,736 | — | — | — | — |