Plan Snapshot
- Plan Sponsor: Centralreach, LLC
- Sponsor EIN: 274445737
- Sponsor Address: 6451 NORTH FEDERAL HIGHWAY, FORT LAUDERDALE, FL, 33308
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 358 | $23.4M | $1.5M | $3.1M |
| 2023 | 360 | $16.7M | $1.5M | $2.9M |
| 2022 | 383 | $11.0M | $1.2M | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $52,050 | — | $52,050 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $36,636 | — | $36,636 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,484 | — | $5,484 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- UBS FINANCIAL SERVICES INC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,170
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 | $26,894,120 | $27,262 | — | — | — |
| 2024 | $94,170 | $42,120 | — | — | — |
| 2023 | $46,162 | $15,633 | — | — | — |
| 2022 | $109,962 | $11,126 | $98,836 | — | — |