Plan Snapshot
- Plan Sponsor: Central National Gottesman INC
- Sponsor EIN: 130425246
- Sponsor Address: THREE MANHATTANVILLE ROAD, PURCHASE, NY, 105772123
- Plan Type: 401(k)
- Total Participants: 293
- Total Assets: $120.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 293 | $120.9M | $3.2M | $846,679 |
| 2023 | 308 | $105.7M | $2.8M | $832,119 |
| 2022 | 285 | $84.9M | $4.2M | $521,254 |
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 |
|---|---|---|---|---|
| GREENHAVEN ASSOCIATES | Other Service Provider | $945,865 | — | $945,865 |
| BRAVE WARRIOR ADVISORS, LLC | Other Service Provider | $209,287 | — | $209,287 |
| CROWE LLP | Other Service Provider | $33,908 | — | $33,908 |
| JPMORGAN CHASE | Other Service Provider | $23,968 | — | $23,968 |
| CAP TRUST | Other Service Provider | $11,557 | — | $11,557 |
| HOOKER & HOLCOMBE INC | Other Service Provider | $10,808 | — | $10,808 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,235,393
- Estimated Expense Ratio: 1.021% 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 | $1,254,553 | $1,155,152 | — | $33,908 | — |
| 2023 | $1,183,245 | $1,058,850 | — | $32,905 | — |
| 2022 | $903,992 | $803,323 | — | — | $37,455 |