How big is Centeras Private Wealth LLC's plan?

Centeras Private Wealth LLC's plan reported $199K in assets and 2 participants for 2024.

Original filing (PDF)20250515160928NAL0045148130001

Centeras Private Wealth LLC

Name: Centeras Private Wealth LLC — Centeras Private, Form 5500 (2024)
Creator: Centeras Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centeras Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Centeras Private Wealth LLC's Centeras Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $199K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

Travis Grieb signed Centeras Private Wealth LLC's 2024 Form 5500 as plan administrator.

Travis Grieb — 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

Centeras Private Wealth LLC's EIN is 85-3602622.

EIN 85-3602622

Plan number 001

Plan year 2024

ACK ID 20250515160928NAL0045148130001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Centeras Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Centeras Private Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTERAS PRIVATE WEALTH 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