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

> Centric Software, INC.'s 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 770332939

- **Sponsor Address:** 655 CAMPBELL TECHNOLOGY PKWY, CAMPBELL, CA, 95008

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

- **Total Participants:** 352

- **Total Assets:** $33.0M

## 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|352|$33.0M|$0|$4.2M|

| 2023|266|$24.3M|$0|$3.1M|

| 2022|210|$17.1M|$0|$2.3M|

## 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|$36,766|—|$36,766|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### 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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,766

- **Estimated Expense Ratio:** 0.112% 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|$44,232|$4,838|$150|—|—|

| 2023|$33,159|$4,959|—|—|—|

| 2022|$27,797|$3,456|—|—|—|

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