What public Form 5500 filings show about the Centrust Wealth Management Inc. 401(k) plan — and how to find and check your own account.
Centrust Wealth Management Inc. (EIN 03-0441225) reports CENTRUST WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $136K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Centrust Wealth Management Inc. filing — schedules, fees, and providers.
Centrust Wealth Management Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Centrust Wealth Management Inc.HR for the recordkeeper’s name and login.
