How big is Center for Wealth Management, LLC's plan?

Center for Wealth Management, LLC's plan reported $2.1M in assets and 4 participants for 2025.

Original filing (PDF)20260304101146NAL0003056305001

Center for Wealth Management, LLC

Name: Center for Wealth Management, LLC — Center for, Form 5500 (2025)
Creator: Center for Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Center for Wealth Management, LLC 401(k) Profit Sharing Plan 401(k) Profit Sharing Plan

401(k) retirement plan · Center for Wealth Management, LLC's Center for Wealth Management, LLC 401(k) Profit Sharing Plan 401(k) Profit Sharing Plan held $2.1M in plan assets for 4 participants in 2025.

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

Jeremy J. Schira signed Center for Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Center for Wealth Management, LLC's EIN is 46-5338626.

EIN 46-5338626

Plan number 001

Plan year 2025

ACK ID 20260304101146NAL0003056305001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Center for Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Center for Wealth Management, LLC's plan includes profit-sharing, 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 CENTER FOR WEALTH MANAGEMENT, LLC.

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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