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Original filing (PDF)20251014110520NAL0005603826001
CENTRIC HEALTH
Form 5500
FILING_RECEIVED
CENTRIC HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
233
Accounts w/ balance
368
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: FLEXPATH INDEX MODERATE RET R1 (no filing on disk)]" is 39% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRIC HEALTH.
Plan sponsor
Name
CENTRIC HEALTH
EIN
95-3511288
Address
11612 BOLTHOUSE DRIVE SUITE 200 · BAKERSFIELD, CA · 93311
Phone
(661) 323-8384
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARBICH HOOPER KING DILL HOFFMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $56K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
1 direct security · 14 pooled funds· $12.1M(79% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$11.5M
14 holdings
Uncategorized
$532K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE RET R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $4.5M | 29.8% | |
| FLEXPATH INDEX MODERATE 2035 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $2.3M | 14.9% | |
| FLEXPATH INDEX MODERATE 2045 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $1.8M | 11.9% | |
| FLEXPATH INDEX MODERATE 2055 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $1.3M | 8.7% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $912K | 6.0% | |
| [DFE: GREAT GRAY CIT III FOR METLIFE GROUP ANNUITY CONTRACT NO. 25554 (extraction pending)] | — | — | — | $532K | 3.5% | |
| METLIFE STABLE VALUE FUND WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $532K | 3.5% | |
| FLEXPATH INDEX AGGR 2045 CL R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $80K | 0.5% | |
| FLEXPATH INDEX AGG RTR FD CL R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $53K | 0.3% | |
| FLEXPATH INDEX CONSERVATIVE RET R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGR 2055 R1 WILMINGTON TRUST · EIN 26-0142858 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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