# Centerpoint Energy, INC. DB Plan
Source: https://planprovider.pro/companies/centerpoint-energy-inc-plan-001

> Centerpoint Energy, INC.'s DB plan: 4,706 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Centerpoint Energy, INC.

- **Sponsor EIN:** 740694415

- **Sponsor Address:** 1111 LOUISIANA ST, HOUSTON, TX, 770025230

- **Plan Type:** DB

- **Total Participants:** 4,706

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,706|$1.1B|$120.0M|$980,000|

| 2023|4,963|$1.1B|$442,000|$1.1M|

| 2022|5,287|$1.1B|$51.5M|$966,000|

## 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|

| ALIGHT|NONE|$1,132,000|—|$1,132,000|

| PACIFIC INVESTMENT MANAGEMENT|NONE|$560,000|—|$560,000|

| NORTHERN TRUST COMPANY|NONE|$462,000|—|$462,000|

| LEGAL & GENERAL INVESTMENTS|NONE|$352,000|—|$352,000|

| AON CONSULTING|NONE|$336,000|—|$336,000|

| FIDELITY INSTITUTIONAL ASSET MANAGE|NONE|$281,000|—|$281,000|

| CALLAN LLC|NONE|$129,000|—|$129,000|

| WELLINGTON TRUST COMPANY|NONE|$123,000|—|$123,000|

| BSWIFT|NONE|$118,000|—|$118,000|

| FIDELITY INSTITUTIONAL ASSET MANAGE|NONE|$89,000|—|$89,000|

| BLUE CROSS BLUE SHIELD|NONE|$67,000|—|$67,000|

| DIMENSIONAL FUND ADVISORS, LP|NONE|$59,000|—|$59,000|

| DELTA DENTAL|NONE|$52,000|—|$52,000|

| MCCONNELL & JONES, LLP|NONE|$48,000|—|$48,000|

| CENTERPOINT ENERGY|PLAN SPONSOR|$37,000|—|$37,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT](https://planprovider.pro/provider/alight-solutions) — NONE

- [AON CONSULTING](https://planprovider.pro/provider/alight-solutions) — NONE

- [MCCONNELL & JONES, LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,845,000

- **Estimated Expense Ratio:** 0.352% 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|$13,675,000|$1,593,000|$219,000|$48,000|—|

| 2023|$14,083,000|$1,988,000|$338,000|$37,000|—|

| 2022|$13,514,000|$2,308,000|$1,498,000|—|$534,000|

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