Natalie Felix signed Centric Bank's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centric Bank's EIN is 23-0510610.
Download the official 2023 Form 5500 (PDF) for Centric Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Centric Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP | 84-0532243 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| % of plan | |||
|---|---|---|---|
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | $0 | — |
| MFS MID CAP VALUE FUND CL 2W GREAT GRAY · EIN 38-4139822 / PN 000 | Common Collective Trust | $0 | — |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | $0 | — |
| FRANKLIN SMALL CAP VALUE GG TRUST GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | $0 | — |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| RBC CAPITAL MARKETS, LLC |
| — |
| MINNEAPOLIS, MN |
| INVESTMENT ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | — | HARRISBURG, PA | CONTRACT ADMIN | $14K | — |
