Plan Snapshot
- Plan Sponsor: Central National Gottesman INC.
- Sponsor EIN: 130425246
- Sponsor Address: 3 MANHATTANVILLE RD, PURCHASE, NY, 105772123
- Plan Type: DB
- Total Participants: 617
- Total Assets: $123.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 617 | $123.9M | $0 | $0 |
| 2023 | 664 | $132.6M | $0 | $0 |
| 2022 | 679 | $106.6M | $0 | $0 |
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 | $858,265 | — | $858,265 |
| BRAVE WARRIOR ADVISORS LLC | Other Service Provider | $495,377 | — | $495,377 |
| HOOKER & HOLCOMBE INC | Other Service Provider | $215,258 | — | $215,258 |
| WAGNER LAW GROUP | Other Service Provider | $37,560 | — | $37,560 |
| CROWE LLP | Other Service Provider | $29,032 | — | $29,032 |
| JPMORGAN CHASE | Other Service Provider | $25,077 | — | $25,077 |
| SEGAL CONSULTING | Other Service Provider | $15,181 | — | $15,181 |
| CAPTRUST | Investment Advisor | $5,527 | — | $5,527 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPTRUST — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,681,277
- Estimated Expense Ratio: 1.357% 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 | $1,849,389 | $1,353,642 | — | $29,032 | — |
| 2023 | $2,708,990 | $1,443,415 | — | $27,201 | — |
| 2022 | $1,966,356 | $1,095,904 | — | — | $390,983 |