Plan Snapshot
- Plan Sponsor: Centurion Investments, INC.
- Sponsor EIN: 431144531
- Sponsor Address: 18377 EDISON AVENUE, CHESTERFIELD, MO, 63005
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $24.5M
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 | 172 | $24.5M | $487,066 | $1.0M |
| 2023 | 170 | $21.9M | $429,635 | $986,641 |
| 2022 | 170 | $18.0M | $387,621 | $889,666 |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $49,666 | — | $49,666 |
| ENTERPRISE BANK & TRUST | NONE | $35,594 | — | $35,594 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $9,814 | $9,814 |
| A.C. EVANS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- A.C. EVANS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,074
- Estimated Expense Ratio: 0.389% 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 | $85,260 | $35,594 | — | — | — |
| 2023 | $77,957 | $31,745 | — | — | — |
| 2022 | $74,402 | $31,770 | — | — | — |