CENTRIC WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
12
Active participants
3,340
Total plan assets
$142.0M
Filings (rows)
13
Direct comp
$87K
Indirect comp
$95K
SERVICES PROVIDED
Advisor / Consultant11
Other2
Top plans served
Showing top 13 of 12 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH 403(B) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 936 | $25.9M | $36K |
| HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 51 | $24.6M | $0 |
| HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH 403(B) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 825 | $23.7M | $8K |
| HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH RETIREMENT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISORY | 49 | $22.8M | $0 |
| OSA INTERNATIONAL, INC. OSA INTERNATIONAL, INC. 401(K) PLAN | WOODDALE, IL | Advisor / Consultant INVESTMENT ADVISOR | 142 | $11.8M | $0 |
| OSA INTERNATIONAL, INC. OSA INTERNATIONAL, INC. 401(K) PLAN | WOODDALE, IL | Advisor / Consultant INVESTMENT ADVISOR | 123 | $9.3M | $0 |
| SERTOMA STAR SERVICES SERTOMA STAR SERVICES 403(B) PLAN | ALSIP, IL | Other SERVICE PROVIDER | 210 | $9.1M | $0 |
| SERTOMA STAR SERVICES SERTOMA STAR SERVICES 403(B) PLAN | ALSIP, IL | Advisor / Consultant ADVISOR | 210 | $9.1M | $10K |
| SERTOMA CENTRE INC. SERTOMA CENTRE INC. DEFINED CONTRIBUTION PLAN | ALSIP, IL | Advisor / Consultant ADVISOR | 142 | $5.8M | $4K |
| INSTITUTO DEL PROGRESO LATINO INSTITUTO DEL PROGRESO LATINO 403(B) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 178 | $2.5M | $11K |
| YWCA METROPOLITAN CHICAGO YWCA METROPOLITAN CHICAGO 401(K) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 263 | $2.4M | $5K |
| INSTITUTO DEL PROGRESO LATINO INSTITUTO DEL PROGRESO LATINO 403(B) PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 206 | $2.1M | $7K |
| DOUBLE GOOD HOLDINGS, INC. DOUBLE GOOD HOLDINGS, INC. 401(K) PLAN | BURR RIDGE, IL | Other NONE | 215 | $1.9M | $7K |