Plan Snapshot
- Plan Sponsor: Central National Gottesman INC.
- Sponsor EIN: 130425246
- Sponsor Address: 3 MANHATTANVILLE RD, PURCHASE, NY, 105772123
- Plan Type: DB
- Plan Number: 001
- Total Participants: 761
- Total Assets: $128.7M
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. |
|---|---|---|---|---|
| 2025 | 761 | $128.7M | $0 | $0 |
| 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 | $835,230 | — | $835,230 |
| BRAVE WARRIOR ADVISORS LLC | Other Service Provider | $488,475 | — | $488,475 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $289,115 | — | $289,115 |
| CROWE LLP | Other Service Provider | $28,789 | — | $28,789 |
| JPMORGAN CHASE | Other Service Provider | $25,862 | — | $25,862 |
| WAGNER LAW GROUP | Other Service Provider | $10,712 | — | $10,712 |
| CAPTRUST | Other Service Provider | $5,610 | — | $5,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,683,793
- Estimated Expense Ratio: 1.308% 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 |
|---|---|---|---|---|---|
| 2025 | $12,567,818 | $1,323,705 | — | $28,789 | — |
| 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 |