Wendi Newton signed Centeroak Adviser, L.P.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centeroak Adviser, L.P.'s EIN is 30-0885129.
Download the official 2025 Form 5500 (PDF) for Centeroak Adviser, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Centeroak Adviser, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).