Plan Snapshot
- Plan Sponsor: Central Staff Services, INC.
- Sponsor EIN: 113286360
- Sponsor Address: 620A ROUTE 25A, MOUNT SINAI, NY, 11766
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 116 | $9.5M | $153,168 | $782,294 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $24,348 | — | $24,348 |
| ALLIANT RETIREMENT CONSULTING | Investment Advisor | $17,287 | — | $17,287 |
| TRANSAMERICA FINANCIAL LIFE INS CO | Recordkeeper | $15,016 | — | $15,016 |
| BACCHIONI & COMPANY | Auditor | $10,000 | — | $10,000 |
| JMM CPA | Auditor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- TRANSAMERICA FINANCIAL LIFE INS CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,651
- Estimated Expense Ratio: 0.755% 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 | $71,651 | $17,287 | — | $5,000 | — |