Centerfirst Consulting LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Centerfirst Consulting LLC
  • Sponsor EIN: 264571994
  • Sponsor Address: 484 E CARMEL DR, CARMEL, IN, 46032
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $1.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$1.9M$3,577$22,838
20231$3.0M$74,295$182,960
202233$2.5M$102,816$205,673

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