Centivo Corporation 401(k) Profit Sharing Plan
Sponsored by Centivo Corporation · EIN 813489510 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 327
- With balances
- 410
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 |
|---|---|---|
| One Charles Private Wealth Services, Llc CRD 286635 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $30,987 |
| One Charles Private Wealth Llc | Investment advisory (plan) | $22,990 |