Plan Snapshot
- Plan Sponsor: Centric Consulting, LLC
- Sponsor EIN: 311776636
- Sponsor Address: 10733 STONE STREET, UNION, KY, 41091
- Plan Type: DC
- Total Participants: 703
- Total Assets: $118.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 703 | $118.0M | $1.0M | $9.6M |
| 2023 | 761 | $103.1M | $1.0M | $9.7M |
| 2022 | 764 | $80.6M | $1.1M | $9.2M |
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 |
|---|---|---|---|---|
| MH CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MH CPA PLLC — 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 | $99,605 | — | — | — | — |
| 2023 | $107,380 | — | — | — | — |
| 2022 | $145,970 | — | — | — | — |