Original filing (PDF)20250715121251NAL0002893680001

CENTAURUS FINANCIAL, INC

Name: CENTAURUS FINANCIAL, INC — CENTAURUS FINANCIAL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CENTAURUS FINANCIAL, INC

Form 5500-SF

FILING_RECEIVED

CENTAURUS FINANCIAL, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTAURUS FINANCIAL, INC.

Plan sponsor

Name

CENTAURUS FINANCIAL, INC

EIN

33-0530236

Address

2300 EAST KATELLA AVE · ANAHEIM, CA · 928066047

Phone

(714) 456-1790

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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