How big is Michael Macrory DBA Centre Wealth Management's plan?

Michael Macrory DBA Centre Wealth Management's plan reported $2.1M in assets and 3 participants for 2024.

Original filing (PDF)20250623141341NAL0006024097001

Michael Macrory DBA Centre Wealth Management

Name: Michael Macrory DBA Centre Wealth Management — Form 5500 Plan 001 (2024)
Creator: Michael Macrory DBA Centre Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centre Wealth Management 401(k) Plan

401(k) retirement plan · Michael Macrory DBA Centre Wealth Management's Centre Wealth Management 401(k) Plan held $2.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Michael Macrory signed Michael Macrory DBA Centre Wealth Management's 2024 Form 5500 as plan administrator.

Michael Macrory — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Michael Macrory DBA Centre Wealth Management's EIN is 41-2102164.

EIN 41-2102164

Plan number 001

Plan year 2024

ACK ID 20250623141341NAL0006024097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Macrory DBA Centre Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Macrory DBA Centre Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL MACRORY DBA CENTRE WEALTH MANAGEMENT.

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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