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Original filing (PDF)20250804105903NAL0001107024001
CENTERVIEW PARTNERS LLC
Form 5500
FILING_RECEIVED
CENTERVIEW PARTNERS LLC 401(K) PLAN
401(k) retirement plan
Active participants
450
Accounts w/ balance
526
Plan assets (EOY)
$72.9M
Net assets (EOY)
$72.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTERVIEW PARTNERS LLC.
Plan sponsor
Name
CENTERVIEW PARTNERS LLC
EIN
20-0834979
Address
31 W 52ND ST FL 22 · NEW YORK, NY · 10019
Phone
(212) 380-2644
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRANKEL & STARR, CPAS,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Investments
32 direct securities· $72.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Balanced K6 | — | — | — | $15.0M | 20.6% | |
| Fidelity Advisor Equity Growth Z | — | — | — | $11.1M | 15.2% | |
| Fidelity Advisor Growth Opportunities Z | — | — | — | $8.1M | 11.1% | |
| Fidelity 500 Index | — | — | — | $7.0M | 9.6% | |
| Neuberger Berman Large Cap Value R6 | — | — | — | $5.4M | 7.4% | |
| Thrivent Small Cap Stock S | — | — | — | $2.9M | 4.0% | |
| Fidelity Advisor Mid Cap II Z | — | — | — | $2.6M | 3.6% | |
| Fidelity Overseas K | — | — | — | $2.5M | 3.4% | |
| T. Rowe Price Retirement 2055 I | — | — | — | $2.1M | 2.9% | |
| T. Rowe Price Retirement 2060 I | — | — | — | $1.9M | 2.5% | |
| T. Rowe Price Retirement 2035 I | — | — | — | $1.7M | 2.4% | |
| Fidelity Advisor Strategic Income Z | — | — | — | $1.5M | 2.1% | |
| T. Rowe Price Retirement 2040 I | — | — | — | $1.2M | 1.6% | |
| Fidelity Advisor Strategic Dividend & Income Z | — | — | — | $1.1M | 1.5% | |
| Federated Hermes Government Obligations Advisor | — | — | — | $1.1M | 1.5% | |
| T. Rowe Price Retirement 2065 I | — | — | — | $1.1M | 1.5% | |
| T. Rowe Price Retirement 2050 I | — | — | — | $977K | 1.3% | |
| Fidelity Total Bond K6 | — | — | — | $892K | 1.2% | |
| Invesco Small Cap Value R6 | — | — | — | $875K | 1.2% | |
| T. Rowe Price Retirement 2045 I | — | — | — | $716K | 1.0% | |
| T. Rowe Price Retirement 2030 I | — | — | — | $591K | 0.8% | |
| American Funds US Government Securities R6 | — | — | — | $497K | 0.7% | |
| PIMCO Low Duration Income Institutional | — | — | — | $390K | 0.5% | |
| T. Rowe Price Retirement 2015 I | — | — | — | $329K | 0.5% | |
| T. Rowe Price Institutional Floating Rate | — | — | — | $277K | 0.4% | |
| JPMorgan US Equity R6 | — | — | — | $269K | 0.4% | |
| T. Rowe Price Retirement 2025 I | — | — | — | $268K | 0.4% | |
| Putnam Small Cap Growth R6 | — | — | — | $195K | 0.3% | |
| Notes receivable from participants | — | — | — | $113K | 0.2% | |
| BlackRock Mid-Cap Value K | — | — | — | $95K | 0.1% | |
| T. Rowe Price Retirement 2020 I | — | — | — | $84K | 0.1% | |
| Macquarie Mid Cap Growth R6 | — | — | — | $33K | <0.1% |