Original filing (PDF)20250808073323NAL0004265091001

Centric Mortgage LLC

Name: Centric Mortgage LLC — Centric Mortgage LLC 401(k), Form 5500 (2024)
Creator: Centric Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centric Mortgage LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Centric Mortgage LLC's Centric Mortgage LLC 401(k) Profit Sharing Plan & Trust held $14K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTRIC MORTGAGE LLC.

Plan sponsor

Name

CENTRIC MORTGAGE LLC

EIN

all filings

Address

84 BALSAM RD · LUMBERTON, NJ · 080484804

Phone

(609) 556-3171

Industry