# Central National Gottesman INC. DB Plan
Source: https://planprovider.pro/companies/central-national-gottesman-inc-plan-001

> Central National Gottesman INC.'s DB plan: 617 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|CTRL BY DIR & SH OF CO|$858,265|—|$858,265|

| BRAVE WARRIOR ADVISORS LLC|NONE|$495,377|—|$495,377|

| HOOKER & HOLCOMBE INC|NONE|$215,258|—|$215,258|

| WAGNER LAW GROUP|NONE|$37,560|—|$37,560|

| CROWE LLP|NONE|$29,032|—|$29,032|

| JPMORGAN CHASE|NONE|$25,077|—|$25,077|

| SEGAL CONSULTING|NONE|$15,181|—|$15,181|

| CAPTRUST|NONE|$5,527|—|$5,527|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CAPTRUST](https://planprovider.pro/provider/captrust) — NONE

## 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|

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