Plan Snapshot
- Plan Sponsor: Centurion-Eagle Auto Transport, INC. Dba Centurion Auto Transport
- Sponsor EIN: 593081298
- Sponsor Address: 5912 NEW KINGS ROAD, JACKSONVILLE, FL, 32209
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 225 | $13.2M | $567,893 | $1.3M |
| 2023 | 199 | $11.4M | $553,387 | $1.3M |
| 2022 | 209 | $12.9M | $473,576 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $49,407 | — | $49,407 |
| KESTRA INVESTMENT SERVICES LLC | Investment Advisor | $25,399 | — | $25,399 |
| RETIREMENT SOLUTIONS SPECIALISTS | Other Service Provider | $16,169 | $6,285 | $22,454 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,260
- Estimated Expense Ratio: 0.736% 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 | $94,015 | $26,825 | $15,245 | — | — |
| 2023 | $114,473 | $31,210 | $83,263 | — | — |
| 2022 | $110,472 | $82,801 | $22,104 | — | $5,182 |