Centric 401(k) Plan
Sponsored by Centric Construction, Inc. · EIN 810608550 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 102
- With balances
- 160
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $56,986 |
| Lpl Financial Corporation | Investment advisory (plan) | $36,304 |
| July Business Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,794 |
| Hunnex And Shoemaker, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $750 |