Plan Snapshot
- Plan Sponsor: Centivo Corporation
- Sponsor EIN: 813489510
- Sponsor Address: 335 MADISON AVENUE, SUITE 810, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 327 | $11.5M | $0 | $2.2M |
| 2023 | 223 | $8.8M | $0 | $2.1M |
| 2022 | 261 | $4.9M | $0 | $1.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,987 | — | $30,987 |
| ONE CHARLES PRIVATE WEALTH LLC | ADVISOR | $22,990 | — | $22,990 |
| CHIAMPOU TRAVIS BESAW KERSHNER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,977
- Estimated Expense Ratio: 0.468% 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 | $57,884 | $22,990 | — | — | — |
| 2023 | $37,734 | $14,720 | — | — | — |
| 2022 | $41,690 | — | — | — | — |