Plan Snapshot
- Plan Sponsor: Centerview Partners LLC
- Sponsor EIN: 200834979
- Sponsor Address: 31 W 52ND ST FL 22, NEW YORK, NY, 10019
- Plan Type: DC
- Total Participants: 450
- Total Assets: $72.9M
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 | 450 | $72.9M | $0 | $8.3M |
| 2023 | 416 | $55.3M | $0 | $7.4M |
| 2022 | 444 | $40.0M | $0 | $6.0M |
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 |
|---|---|---|---|---|
| FRANKEL & STARR, CPAS,LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | — | — | — | — | — |
| 2023 | $674 | — | — | — | — |
| 2022 | $2,295 | — | $2,295 | — | — |