How big is Centre Partners Management LLC's plan?

Centre Partners Management LLC's plan reported $43.8M in assets and 41 participants for 2024.

Original filing (PDF)20251010130107NAL0004264307003

Centre Partners Management LLC

Name: Centre Partners Management LLC — Profit Sharing Plan, Form 5500 (2024)
Creator: Centre Partners Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Profit Sharing Plan Under Centre Partners Management LLC Retirement Trust

401(k) retirement plan · Centre Partners Management LLC's Profit Sharing Plan Under Centre Partners Management LLC Retirement Trust held $43.8M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43.8M

Net assets (EOY)

$43.8M

Plan identifiers

Centre Partners Management LLC's EIN is 13-3866630.

EIN 13-3866630

Plan number 002

Plan year 2024

ACK ID 20251010130107NAL0004264307003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Centre Partners Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Centre Partners Management LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

CENTRE PARTNERS MANAGEMENT LLC

EIN

all filings

Address

780 THIRD AVENUE, 41ST FLOOR · NEW YORK, NY · 10017

Phone

(212) 332-5800

Industry

Finance & Insurance

Plan administrator