How big is Centerline Financial, LLC's plan?

Centerline Financial, LLC's plan reported $624K in assets and 4 participants for 2024.

Original filing (PDF)20251008213102NAL0006322081001

Centerline Financial, LLC

Name: Centerline Financial, LLC — Centerline Financial, Form 5500 (2024)
Creator: Centerline Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centerline Financial, LLC 401(k) Plan

401(k) retirement plan · Centerline Financial, LLC's Centerline Financial, LLC 401(k) Plan held $624K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

Plan identifiers

Centerline Financial, LLC's EIN is 26-0871260.

EIN 26-0871260

Plan number 001

Plan year 2024

ACK ID 20251008213102NAL0006322081001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Centerline Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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