Plan Snapshot
- Plan Sponsor: Centralsquare Technologies, LLC
- Sponsor EIN: 831102137
- Sponsor Address: 1000 BUSINESS CENTER DR., LAKE MARY, FL, 32746
- Plan Type: 401(k)
- Total Participants: 1,148
- Total Assets: $169.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,148 | $169.5M | $3.1M | $11.2M |
| 2023 | 1,303 | $157.5M | $3.6M | $12.2M |
| 2022 | 1,319 | $132.6M | $3.5M | $12.9M |
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 | $96,120 | — | $96,120 |
| WINDES, INC | ACCOUNTANT | $13,968 | — | $13,968 |
| CREATIVE PLANNING | CONSULTANT | $5,625 | — | $5,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WINDES, INC — ACCOUNTANT
- CREATIVE PLANNING — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,713
- Estimated Expense Ratio: 0.068% 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 | $115,713 | $5,625 | $600 | $13,968 | — |
| 2023 | $128,477 | $5,625 | $600 | $5,100 | — |
| 2022 | $179,341 | — | — | — | — |