Centerview Partners LLC401(k)
CENTERVIEW PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2025
Centerview Partners LLC's 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $91,699,444 across 575 participant accounts, with employer contributions averaging $0 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 1 year on file its reported administrative ratio fell from 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 853rd-largest of 5,648 plans among New York employers on file, and the 1,069th of 4,798 in finance & insurance.
Centerview Partners LLC's 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 200834979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.