Plan Snapshot
- Plan Sponsor: Center For Internet Security, INC.
- Sponsor EIN: 522278213
- Sponsor Address: 31 TECH VALLEY DRIVE, EAST GREENBUSH, NY, 12061
- Plan Type: DC
- Total Participants: 498
- Total Assets: $46.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 498 | $46.9M | $2.3M | $5.2M |
| 2023 | 472 | $34.3M | $1.9M | $4.1M |
| 2022 | 393 | $23.2M | $1.4M | $3.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $118,554 | — | $118,554 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $73,411 | — | $73,411 |
| PENSION CONSULTANTS INC | CONTRACT ADMINISTRATOR | $2,400 | $16,568 | $18,968 |
| BST & CO CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS INC — CONTRACT ADMINISTRATOR
- BST & CO CPAS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,933
- Estimated Expense Ratio: 0.450% 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 | $194,324 | $59,256 | $75,812 | — | — |
| 2023 | $131,735 | $39,510 | $52,728 | — | — |
| 2022 | $118,894 | $32,158 | $54,578 | — | $32,158 |