Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Centerview Partners
Centerview Partners 401(k)
- Finance and insurance
- New York, NY
- EIN 20-0834979
- 1 plan with Schedule H financials
- Plan year 2024
- Centerview Partners LLC
Total assets, end of year · Centerview Partners LLC 401(k) Plan · plan year 2024
$72,922,050
526 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804105903NAL0001107024001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804105903NAL0001107024001, received 2025-08-04
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-04.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 526
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804105903NAL0001107024001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804105903NAL0001107024001, received 2025-08-04
Administrative expenses per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 526
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804105903NAL0001107024001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804105903NAL0001107024001, received 2025-08-04
Administrative expenses as a share of assets
0.000%
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / $72,922,050
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804105903NAL0001107024001, received 2025-08-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804105903NAL0001107024001, received 2025-08-04
Employer contributions per participant
$0
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 526
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804105903NAL0001107024001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804105903NAL0001107024001, received 2025-08-04
Employer share of total contributions
0.0%
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / $8,902,129
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804105903NAL0001107024001, received 2025-08-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804105903NAL0001107024001, received 2025-08-04
Plan terms, as stated in Centerview Partners LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250804105903NAL0001107024001, received 2025-08-04
Full record, Centerview Partners LLC 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CENTERVIEW PARTNERS LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Plan name | CENTERVIEW PARTNERS LLC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Sponsor EIN / plan number | 20-0834979 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Sponsor location | NEW YORK, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Industry (business code) | 523110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Filing received | 2025-08-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Participants, beginning of year | 534 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Active participants | 450 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Participants, end of year | 588 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Participants with an account balance | 526 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Total assets, beginning of year | $55,319,433 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Total assets, end of year | $72,922,050 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Net assets, end of year | $72,922,050 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Total income | $19,495,171 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Net income | $17,602,617 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Employer contributions | $0 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Participant contributions | $8,312,314 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Other contributions (incl. rollovers) | $589,815 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Total contributions | $8,902,129 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Benefit payments | $1,875,033 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Total expenses (incl. benefit payments) | $1,892,554 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Total administrative expenses | $0 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Recordkeeping fees | $0 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Held in mutual funds | $72,809,385 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250804105903NAL0001107024001, received 2025-08-04 |
| Independent auditor | FRANKEL & STARR, CPAS,LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250804105903NAL0001107024001, received 2025-08-04 |
Position = column in the DOL layout for form year 2024. Filing 20250804105903NAL0001107024001, received 2025-08-04.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE COrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $1,452 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250804105903NAL0001107024001, received 2025-08-04.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $55,319,433 | $72,922,050 | 31.8% |
| Participants with a balance | 470 | 526 | 11.9% |
| Administrative expenses | $674 | $0 | -100.0% |
| Recordkeeping fees per participant | $1.43 | not reported | |
| Employer contributions | $0 | $0 |
Prior filing 20240924164746NAL0013073937001, received 2024-09-24; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CENTERVIEW PARTNERS LLC; SEC registrant: CENTERVIEW PARTNERS LLC (CIK 1311894, matched by EIN).