Back to filter
Original filing (PDF)20251009053046NAL0003366931001
CENTIFIC GLOBAL SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CENTIFIC GLOBAL SOLUTIONS, INC 401(K) PLAN
401(k) retirement plan
Active participants
482
Accounts w/ balance
616
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
How this plan invests
This plan
1 pooled trust
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
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTIFIC GLOBAL SOLUTIONS, INC..
Plan sponsor
Name
CENTIFIC GLOBAL SOLUTIONS, INC.
EIN
37-1533773
Address
14980 NE 31ST WAY, SUITE 100 · REDMOND, WA · 98052
Phone
(212) 203-4970
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $71K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $41K | — |
| RBC USA HOLDCO CORPORATION | 20-0563684 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
Investments
25 direct securities · 1 pooled fund· $23.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$22.2M
25 holdings
Common Collective Trust
$931K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.6M | 19.8% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $2.1M | 9.0% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.0M | 8.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.7M | 7.1% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.6M | 6.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.4M | 6.1% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.0M | 4.5% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $1.0M | 4.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $931K | 4.0% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $927K | 4.0% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $906K | 3.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $747K | 3.2% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $592K | 2.6% | |
| NOR WORLD SELECTION INDEX K | Registered Investment Companies | — | — | $443K | 1.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $417K | 1.8% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $414K | 1.8% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $372K | 1.6% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $355K | 1.5% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $340K | 1.5% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $292K | 1.3% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $232K | 1.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $212K | 0.9% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $201K | 0.9% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $200K | 0.9% | |
| LOOMIS SAYLES SMALL CAP GR N | Registered Investment Companies | — | — | $47K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $22K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Custom Computer Programming plans
COMPANION PROFESSIONAL SERVICES, LLC
COMPANION PROFESSIONAL SERVICES, LLC DBA TM FLOYD & COMPANY 401(K) RETIREMENT PLAN
$23.1M · 176 participants
LIGHTSPEED SOLUTIONS, LLC DBA LIGHTSPEED SYSTEMS
LIGHTSPEED SYSTEMS 401(K) PROFIT SHARING PLAN
$23.1M · 167 participants
M3 ACCOUNTING SERVICES, INC.
M3 ACCOUNTING SERVICES, INC. 401(K) PLAN
$23.1M · 235 participants
CAPITAL INTEGRATION SYSTEMS LLC
CAIS RETIREMENT SAVINGS PLAN
$23.0M · 262 participants
CENTRALREACH, LLC
CENTRALREACH 401(K) PLAN
$23.4M · 358 participants
FIRST MILE GROUP, INC.
ALLOY 401(K) PLAN
$22.9M · 237 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants