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Original filing (PDF)20251001095704NAL0015885024001
CENTRIX, INC.
Form 5500
FILING_RECEIVED
CENTRIX INCORPORATED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
99
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRIX, INC..
Plan sponsor
Name
CENTRIX, INC.
EIN
06-0864733
Address
770 RIVER ROAD · SHELTON, CT · 06484
Phone
(203) 929-5582
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WALSH & DICKINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | — | VANCOUVER, WA | INVESTMENT ADVISOR | $63K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC | — | FARMINGTON, CT | CONTRACT ADMIN | $0 | — |
Investments
24 direct securities · 2 pooled funds· $16.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.9M
24 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Mutual fund | — | — | — | $2.5M | 15.5% | |
| Vanguard Total Stock Market Index Fund Admiral Mutual fund | — | — | — | $2.0M | 12.8% | |
| American Funds American Balanced Fund R6 Mutual fund | — | — | — | $1.8M | 11.5% | |
| Vanguard Value Index Fund Admiral Mutual fund | — | — | — | $1.3M | 8.0% | |
| Vanguard Total World Stock Index Fund Admiral Mutual fund | — | — | — | $1.1M | 6.8% | |
| FISHER INVESTMENTS ALL WORLD EQUITY SEI TRUST COMPANY · EIN 47-1327741 / PN 000 | Common Collective Trust | — | — | $919K | 5.7% | |
| Vanguard Wellesley Income Fund Admiral Mutual fund | — | — | — | $865K | 5.4% | |
| Vanguard Federal Money Market Investor Fund Mutual fund | — | — | — | $747K | 4.7% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual fund | — | — | — | $741K | 4.6% | |
| Vanguard Small Cap Index Fund Admiral Mutual fund | — | — | — | $627K | 3.9% | |
| PGIM High-Yield Fund R6 Mutual fund | — | — | — | $622K | 3.9% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund | — | — | — | $613K | 3.8% | |
| Baird Core Plus Bond Fund Institutional Mutual fund | — | — | — | $561K | 3.5% | |
| JPMorgan Mid Cap Value Fund R6 Mutual fund | — | — | — | $208K | 1.3% | |
| Vanguard Total International Bond Index Fund Admiral Mutual fund | — | — | — | $175K | 1.1% | |
| FISHER INVESTMENTS US FIXED INCOME SEI TRUST COMPANY · EIN 47-1333674 / PN 000 | Common Collective Trust | — | — | $166K | 1.0% | |
| Participant loans Interest rates of 4.25% to 9.50% | — | — | — | $155K | 1.0% | |
| Blackrock Lifepath Index Retirement Fund K Mutual fund | — | — | — | $142K | 0.9% | |
| Blackrock Lifepath Index 2035 Fund K Mutual fund | — | — | — | $132K | 0.8% | |
| Vanguard Inflation-Protected Securities Fund Admiral Mutual fund | — | — | — | $129K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual fund | — | — | — | $116K | 0.7% | |
| Blackrock Lifepath Index 2060 Fund K Mutual fund | — | — | — | $103K | 0.6% | |
| Blackrock Lifepath Index 2050 Fund K Mutual fund | — | — | — | $80K | 0.5% | |
| Blackrock Lifepath Index 2030 Fund K Mutual fund | — | — | — | $76K | 0.5% | |
| Blackrock Lifepath Index 2055 Fund K Mutual fund | — | — | — | $68K | 0.4% | |
| Blackrock Lifepath Index 2065 Fund K Mutual fund | — | — | — | $7K | <0.1% |
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