Original filing (PDF)20251009154236NAL0003714563001

CENTRIC CONSTRUCTION GROUP LLC

Name: CENTRIC CONSTRUCTION GROUP LLC — CENTRIC CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024)
Creator: CENTRIC CONSTRUCTION GROUP LLC

Form 5500

FILING_RECEIVED

CENTRIC CONSTRUCTION GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

131

Accounts w/ balance

147

Plan assets (EOY)

$4.1M

Net assets (EOY)

-$24.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRIC CONSTRUCTION GROUP LLC.

Plan sponsor

Name

CENTRIC CONSTRUCTION GROUP LLC

EIN

27-2216274

Address

520 WEST PENNWAY STREET · KANSAS CITY, MO · 64108

Phone

(816) 389-8300

Industry

All Other Professional Services· Professional & Technical Servicessee all

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

2025-10-09

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

2O · ESOP (non-leveraged)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BERGANKDV, LTD.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $4.1M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Centric Holdings, Inc. Common stock, 2,000,000 shares	—	—	$31.0M	$4.1M	100.0%

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