# Centralsquare Technologies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/centralsquare-technologies-llc-401k-plan

> Centralsquare Technologies, LLC's 401(k) plan: 1,148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WINDES, INC](https://planprovider.pro/provider/windes-inc) — ACCOUNTANT

- [CREATIVE PLANNING](https://planprovider.pro/provider/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|—|—|—|—|

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