# Centivo Corporation 401(k) Plan
Source: https://planprovider.pro/companies/centivo-corporation-401k-plan

> Centivo Corporation's 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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