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Original filing (PDF)20250911111754NAL0001067458001
CENTRALSQUARE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
CENTRALSQUARE TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
1,148
Accounts w/ balance
1,787
Plan assets (EOY)
$169.5M
Net assets (EOY)
$169.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
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 (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRALSQUARE TECHNOLOGIES, LLC.
Plan sponsor
Name
CENTRALSQUARE TECHNOLOGIES, LLC
EIN
83-1102137
Address
1000 BUSINESS CENTER DR. · LAKE MARY, FL · 32746
Phone
(407) 304-3281
Industry
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
2025-09-11
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WINDES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $96K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | CONSULTANT | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINDES, INC | 95-3001179 | — | ACCOUNTANT | $14K | — |
Investments
19 direct securities · 13 pooled funds· $166.4M(98% 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.
Common Collective Trust
$110.5M
13 holdings
Uncategorized
$55.9M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 Idx Mutual fund | — | — | — | $20.9M | 12.4% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $19.7M | 11.6% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $17.4M | 10.3% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $17.4M | 10.3% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $12.9M | 7.6% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $11.0M | 6.5% | |
| FID Contrafund K6 Mutual fund | — | — | — | $10.3M | 6.0% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $10.0M | 5.9% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $9.5M | 5.6% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $6.6M | 3.9% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $3.9M | 2.3% | |
| MM Mid Cap Grth I Mutual fund | — | — | — | $3.2M | 1.9% | |
| Fid Govt Mmkt Money market fund | — | — | — | $3.2M | 1.9% | |
| JH Dscpl Val Mid Cap R6 Mutual fund | — | — | — | $2.9M | 1.7% | |
| J H Triton N Mutual fund | — | — | — | $2.7M | 1.6% | |
| PIF Equity Inc Inst Mutual fund | — | — | — | $2.5M | 1.5% | |
| FID Sm Cap Idx Mutual fund | — | — | — | $2.4M | 1.4% | |
| PIMCO Income Inst Mutual fund | — | — | — | $1.4M | 0.8% | |
| AF Europac Growth R6 Mutual fund | — | — | — | $1.3M | 0.8% | |
| FID Intl Idx Mutual fund | — | — | — | $1.2M | 0.7% | |
| FID Mid Cap Idx Mutual fund | — | — | — | $1.1M | 0.7% | |
| FID US Bond Idx Mutual fund | — | — | — | $994K | 0.6% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $847K | 0.5% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $751K | 0.4% | |
| ABF Sm Cap Val R5 Mutual fund | — | — | — | $570K | 0.3% | |
| Brokeragelink - Self-directed Registered investment companies brokerage accounts and interest-bearing and non- interest-bearing cash | — | — | — | $518K | 0.3% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $494K | 0.3% | |
| FID St Bond Idx Mutual fund | — | — | — | $260K | 0.2% | |
| PIMCO All Asset Inst Mutual fund | — | — | — | $249K | 0.1% | |
| Invs Develop Mkt R6 Mutual fund | — | — | — | $160K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $27K | <0.1% | |
| Notes receivable from participants 5.25% | — | — | — | $18K | <0.1% |