How big is Centrategy LLC's plan?

Centrategy LLC's plan reported $306K in assets and 3 participants for 2024.

Original filing (PDF)20250930151146NAL0029623938001

Centrategy LLC

Name: Centrategy LLC — Centrategy LLC 401(k) Plan, Form 5500 (2024)
Creator: Centrategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centrategy LLC 401(k) Plan

401(k) retirement plan · Centrategy LLC's Centrategy LLC 401(k) Plan held $306K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

Majid Amani signed Centrategy LLC's 2024 Form 5500 as plan administrator.

Majid Amani — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Centrategy LLC's EIN is 20-8723659.

EIN 20-8723659

Plan number 002

Plan year 2024

ACK ID 20250930151146NAL0029623938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Centrategy LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRATEGY LLC.

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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 (88th percentile).

Plan sponsor

Name

CENTRATEGY LLC

EIN

all filings

Address

26 RIVER RUN · EAST GREENWICH, RI · 02818

Phone

(401) 234-1134

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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