How big is Centerpoint Financial Group's plan?

Centerpoint Financial Group's plan reported $4.1M in assets and 8 participants for 2025.

Original filing (PDF)20260515084434NAL0011253744001

Centerpoint Financial Group

Name: Centerpoint Financial Group — Centerpoint Financial, Form 5500 (2025)
Creator: Centerpoint Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centerpoint Financial Group 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Centerpoint Financial Group's Centerpoint Financial Group 401(k) Profit Sharing Plan and Trust held $4.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Isaiah Brown signed Centerpoint Financial Group's 2025 Form 5500 as plan administrator.

Isaiah Brown — 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

Centerpoint Financial Group's EIN is 47-0828070.

EIN 47-0828070

Plan number 001

Plan year 2025

ACK ID 20260515084434NAL0011253744001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Centerpoint Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Centerpoint Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTERPOINT FINANCIAL GROUP.

Finding similar companies…

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