Plan Snapshot
- Plan Sponsor: Centuri Group, INC.
- Sponsor EIN: 471771508
- Sponsor Address: 19820 N 7TH AVENUE, SUITE 120, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 348 | $5.8M | $741,150 | $321,421 |
| 2023 | 340 | $5.0M | $720,489 | $346,600 |
| 2022 | 337 | $3.9M | $599,695 | $276,776 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | Auditor | — | — | $0 |
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 | $33,677 | — | — | — | — |
| 2023 | $30,700 | — | — | — | — |
| 2022 | $31,089 | — | — | — | — |