Plan Snapshot
- Plan Sponsor: Centauri Heath Solutions, INC.
- Sponsor EIN: 611765637
- Sponsor Address: 2010 W WHISPERING WIND DRIVE, PHOENIX, AZ, 85085
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,123
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,123 | $38.0M | $820,157 | $4.5M |
| 2022 | 1,124 | $30.8M | $742,136 | $4.2M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Recordkeeper | $150,024 | — | $150,024 |
| MORGAN STANLEY | Investment Advisor | $57,457 | — | $57,457 |
| NEWPORT TRUST COMPANY | Custodian / Trustee | $12,377 | — | $12,377 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,858
- Estimated Expense Ratio: 0.578% 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 |
|---|---|---|---|---|---|
| 2023 | $219,858 | $57,457 | $106,911 | — | — |
| 2022 | $198,902 | $67,425 | $120,700 | — | $10,777 |