# Centerview Partners LLC DC Plan
Source: https://planprovider.pro/companies/centerview-partners-llc-plan

> Centerview Partners LLC's DC plan: 450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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