Sponsor portfolio
CENTRUST WEALTH MANAGEMENT INC
EIN 03-0441225financial servicesLatest filing 2025
Plans
2
Retirement
1
$211K assets
Welfare
1
Participants
5
3200 W MARKET ST STE 300 - FAIRLAWN, OH 443333326330-873-1100centrustwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CENTRUST WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$211K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CENTRUST WEALTH MANAGEMENT OFB BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CENTRUST WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $211K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CENTRUST WEALTH MANAGEMENT OFB BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans