# Cenergistic, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cenergistic-llc-401k-plan

> Cenergistic, LLC's 401(k) plan: 154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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