Mario Donato signed Centric Wealth Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centric Wealth Management, LLC's EIN is 20-5122562.
Download the official 2024 Form 5500 (PDF) for Centric Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centric Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
