# Centric Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/centric-construction-inc-401k-plan

> Centric Construction, INC.'s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Centric Construction, INC.

- **Sponsor EIN:** 810608550

- **Sponsor Address:** 165 VALLEY DRIVE, BRISBANE, CA, 94005

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $16.4M

## 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|102|$16.4M|$814,158|$921,664|

| 2023|127|$13.2M|$380,930|$782,258|

| 2022|111|$10.4M|$350,180|$818,733|

## 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 FINANCIAL LIFE INS CO|RECORDKEEPER|$56,986|—|$56,986|

| LPL FINANCIAL CORPORATION|INVESTMENT ADVISORY-PLAN|$36,304|—|$36,304|

| KIMBERLIN COMPANY PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [KIMBERLIN COMPANY PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,290

- **Estimated Expense Ratio:** 0.570% 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|$97,834|—|$97,834|—|—|

| 2023|$79,441|—|$79,441|—|—|

| 2022|$72,410|—|$72,410|—|—|

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