Justin Giessman signed Centurion Investments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centurion Investments, Inc.'s EIN is 43-1144531.
Download the official 2024 Form 5500 (PDF) for Centurion Investments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centurion Investments, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENTERPRISE BANK & TRUST | 43-1706259 | — | NONE | $36K | — |
| CHARLES SCHWAB & CO., INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Life Strat Mod Grwth Fund I | Mutual Funds | — | — | $5.2M | 21.2% | |
| Vanguard Life Strategy Growth Fd I | Mutual Funds | — | — | $3.2M | 12.9% | |
| Vanguard 500 Index F | Common Collective Trusts | — | — | $2.0M | 8.3% | |
| T Rowe Price Blue Chip Gwth R6 | Mutual Funds | — | — | $1.8M | 7.3% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $1.7M | 6.8% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.1M | 4.4% | |
| PGIM Jennison Mid Cap Gwth R6 | Other securities | — | — | $876K | 3.6% | |
| Dodge & Cox Income I | Mutual Funds | — | — | $818K | 3.3% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $808K | 3.3% | |
| Dodge & Cox Stock I | Mutual Funds | — | — | $784K | 3.2% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $700K | 2.9% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $644K | 2.6% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $607K | 2.5% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $433K | 1.8% | |
| Participant notes receivable Various maturity dates through 2031, | Other securities | — | — | $417K | 1.7% | |
| American Beacon Stephens Small Cap Growth Fund | Other securities | — | — | $402K | 1.6% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $383K | 1.6% | |
| Vanguard Lifestrat Consrv Grth Fd I | Mutual Funds | — | — | $338K | 1.4% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $331K | 1.4% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $299K | 1.2% | |
| CRM Mid Cap Value Fund Investor CL | Other securities | — | — | $278K | 1.1% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $217K | 0.9% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $194K | 0.8% | |
| DFA Glbl Real Estate Sec Port Inst | Mutual Funds | — | — | $193K | 0.8% | |
| DFA US Small Cap Value Port Instl | Mutual Funds | — | — | $181K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $100K | 0.4% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $76K | 0.3% | |
| DFA Emerging Mkts Port Instl | Mutual Funds | — | — | $63K | 0.3% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $62K | 0.3% | |
| Vanguard Life Strategy Income Fd I | Mutual Funds | — | — | $57K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $51K | 0.2% | |
| National Life Insurance Company Cash value of life insurance policies | Cash / Money Market | — | — | $37K | 0.2% | |
| DFA Intl Small Co Port Instl | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Inflation Prot Sec Adm | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
