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: 1,420
- Total Assets: $283.7M
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 | 1,420 | $283.7M | $1.9M | $12.3M |
| 2023 | 1,419 | $251.5M | $1.8M | $12.0M |
| 2022 | 1,448 | $218.2M | $1.9M | $10.9M |
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 |
|---|---|---|---|---|
| CROWE 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 | $117,529 | — | — | — | — |
| 2023 | $132,431 | — | — | — | — |
| 2022 | $133,663 | — | $133,663 | — | — |