Centerpoint Energy Savings Plan
Sponsored by Centerpoint Energy, Inc. · EIN 740694415 · Plan #015
- Total assets
- $2.9B
- Net assets
- $2.9B
- Active participants
- 8,947
- With balances
- 11,828
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $1,848,538 |
| T. Rowe Price Stable Assets Mgmt In | Investment management, Investment management fees (direct) | $882,856 |
| Voya Institutional Plan Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $379,264 |
| Goldman Sachs Asset Management Comp | Investment management, Investment management fees (direct) | $289,418 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $205,424 |
| Blackrock | Investment management, Investment management fees (direct) | $202,907 |
| Callan Management | Consulting (general), Consulting (pension), Direct payment from the plan | $149,904 |
| Mcconnell And Jones Llp | Accounting, Direct payment from the plan | $38,450 |
| Alight Solutions (Tempo Holding) | Consulting (pension), Direct payment from the plan | $27,363 |
| Mellon Capital Mgmt. Corp | Investment management, Investment management fees (direct) | $9,811 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $2.9B | 8,947 | ack 20251010114739NAL0004198851001 |
| 01/01/2021 | $3.1B | 9,444 | ack 20251211142438NAL0006260707001 |
| 01/01/2020 | $2.7B | 9,187 | ack 20251211142214NAL0006260371001 |
| 01/01/2019 | $2.6B | 9,590 | ack 20251211142004NAL0006064099001 |
| 01/01/2018 | $2.1B | 8,012 | ack 20251211141854NAL0006260163001 |