Nicole Osborne signed Centerpointe, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerpointe, Inc.'s EIN is 47-0550702.
Download the official 2024 Form 5500 (PDF) for Centerpointe, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerpointe, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Company - custodial account Mutual Funds | Common Stocks | — | — | $3.5M | 100.0% | |
| (E) | Other securities | — | — | $76K | 2.2% | |
| Transferred Late to Plan Included: Not Corrected Outside VFCP in VFCP 2023 $ 69,670 - | Other securities | — | — | $70K | 2.0% | |
| 2024 53,821 | Other securities | — | — | $54K | 1.5% |
