Plan Ledger DOL Form 5500 · updated monthly

Centralsquare Technologies, LLC401(k)

CENTRALSQUARE TECHNOLOGIES 401(K) PLAN · LAKE MARY, FL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Centralsquare Technologies, LLC reported $115,713 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,672 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 212th-largest of 3,644 plans among Florida employers on file, and the 940th of 11,654 in professional & technical services. In 2024, employees put in $3.64 for every $1.00 the employer contributed; active participation has shrunk from 1,319 to 1,148 since 2022.

Plan summary
Net assets, end of year$169,458,843
Participants with balances1,787
Active participants1,148
Employer contributions$3,067,533
Employee contributions$11,150,994
Employer contribution per active participant$2,672
Average account balance$94,829
Benefits paid to participants$24,673,038
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$169.5M · 1,787 accts · $3.1M emplr
2023$157.5M · 1,914 accts · $3.6M emplr
2022$132.6M · 2,005 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,120
Investment management$5,625
Audit (IQPA)$13,968
Total administrative$115,713
The Centralsquare Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$2,672
Median for plans this size$3,635
2024$2,672 per active participant
2023$2,761 per active participant
2022$2,642 per active participant

Centralsquare Technologies, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
WINDES, INC · Accounting / audit$13,968
CREATIVE PLANNING · Consulting$5,625

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$115,713 · 0.07%
2023$128,477 · 0.09%
2022$179,341 · 0.12%
Same employer
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Oxbow Carbon LLC FL$177.2M · 0.01%
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Investcloud, Inc. FL$152.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831102137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.