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Original filing (PDF)20250909132938NAL0020293809001
CENTRICA BUSINESS SOLUTIONS US , INC.
Form 5500
FILING_RECEIVED
CENTRICA BUSINESS SOLUTIONS US, INC. 401(K) PLAN
401(k) retirement plan
Active participants
259
Accounts w/ balance
228
Plan assets (EOY)
$22.1M
Net assets (EOY)
$22.1M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRICA BUSINESS SOLUTIONS US , INC..
Plan sponsor
Name
CENTRICA BUSINESS SOLUTIONS US , INC.
EIN
05-0533278
Address
3 ROSELL DRIVE · BALLSTON, NY · 12019
Phone
(518) 406-5079
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TRAILBREAKER ACCOUNTING PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST GREAT WEST LIFE & ANNUITY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENBUSH FINANCIAL GROUP LLC | — | ALBANY, NY | INVESTMENT ADVISOR | $44K | — |
| GWFS EQUITIES INC | — | GREENWOOD VILLAGE, CO | ADVISORY | $30 | — |
| GWFS EQUITIES INC. | — | GREENWOOD VILLAGE, CO | ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIDE BY SIDE FINANCIALS INC. | — | NEW YORK, NY | CONTRACT ADMINISTRATOR | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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