How big is Centravest Financial Incorporated's plan?

Centravest Financial Incorporated's plan reported $1.0M in assets and 3 participants for 2025.

Original filing (PDF)20260423105136NAL0004602545001

Centravest Financial Incorporated

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

Form 5500-SF

FILING_RECEIVED

Centravest Financial 401(k) Plan

Defined-contribution retirement plan · Centravest Financial Incorporated's Centravest Financial 401(k) Plan held $1.0M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Centravest Financial Incorporated's EIN is 83-2695486.

EIN 83-2695486

Plan number 001

Plan year 2025

ACK ID 20260423105136NAL0004602545001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Centravest Financial Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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