Original filing (PDF)20240129120846NAL0011714723001

CENTRIC BANK

Name: CENTRIC BANK — CENTRIC BANK 401K PLAN, Form 5500 (2023)
Creator: CENTRIC BANK

Form 5500

FILING_RECEIVED

CENTRIC BANK 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRIC BANK.

Plan sponsor

Name

CENTRIC BANK

EIN

23-0510610

Address

1826 GOOD HOPE RD · ENOLA, PA · 17025

Phone

(717) 909-8333

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-18

Filed

2024-01-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

S.R. SNODGRASS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RBC CAPITAL MARKETS, LLC	—	MINNEAPOLIS, MN	INVESTMENT ADVISOR	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PA RETIREMENT SOLUTIONS, INC.	—	HARRISBURG, PA	CONTRACT ADMIN	$14K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP	84-0532243	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Investments

5 pooled funds· $0

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.

Investment	Type	Current value	% 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	—