Plan Snapshot
- Plan Sponsor: Cinergy Entertainment Group, INC.
- Sponsor EIN: 473338073
- Sponsor Address: 5005 LYNDON B JOHNSON FWY, DALLAS, TX, 75244
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $4.7M
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 | 311 | $4.7M | $383,949 | $800,271 |
| 2023 | 308 | $3.4M | $284,562 | $781,577 |
| 2022 | 287 | $2.1M | $287,889 | $605,423 |
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 INS OP CO LLC | RECORDKEEPER | $21,650 | — | $21,650 |
| PROSPERA FINANCIAL SERVICES | ADVISOR | $6,325 | — | $6,325 |
| PRICEKUBECKA, PPLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INS OP CO LLC — RECORDKEEPER
- PRICEKUBECKA, PPLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,975
- Estimated Expense Ratio: 0.593% 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 | $37,409 | $10,510 | — | — | — |
| 2023 | $28,500 | $6,833 | — | — | — |
| 2022 | $19,846 | $98 | $1,700 | — | — |