Central Investment LLC Thrift Savings 401(K) Retirement Plan — Form 5500 plan (Central Investment LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Central Investment LLC Thrift Savings 401(K) Retirement Plan is a benefit plan reported by Central Investment LLC under EIN 43-2060099 and plan number 004. The latest loaded filing year is 2023. The filing reports 240 participants and $12,908,436 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.9MPlan net assets, end of year$12,908,436
Participants240Covered participants reported
Assets / participant$53.8KComputed: assets ÷ participants$53,785 (computed)
Provider compensation$21K2 Schedule C provider row(s)$20,994
- Plan sponsor
- Central Investment LLC
- EIN
- 43-2060099
- Plan number
- 004
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241014143840NAL0013463619001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.9M total assets
Net assets$12.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,908,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,908,436
- Net assets (BOY)
- $12,933,292
Income & contributions
- Employer contributions
- $260,634
- Participant contributions
- $620,390
- Total contributions
- $881,024
- Total income / additions
- $2,858,888
Expenses & distributions
- Benefits paid
- $2,863,838
- Administrative expenses
- $18,144
- Total expenses
- $2,883,744
- Net increase / (decrease)
- -$24,856
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,244 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,750 | $0 | 2023 |