Plan Snapshot
- Plan Sponsor: Centrex Distributors, LLC
- Sponsor EIN: 050427071
- Sponsor Address: 119 HOPKINS HILL ROAD, WEST GREENWICH, RI, 028171709
- Plan Type: DC
- Total Participants: 99
- Total Assets: $7.7M
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 | 99 | $7.7M | $418,464 | $0 |
| 2023 | 97 | $7.1M | $413,786 | $0 |
| 2022 | 97 | $6.4M | $402,535 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,812 | $28,619 | — | — | — |
| 2023 | $29,117 | $25,275 | $3,842 | — | — |
| 2022 | $28,823 | — | — | — | — |