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  2. CENTREX DISTRIBUTORS, LLC
Sponsor portfolio

CENTREX DISTRIBUTORS, LLC

EIN 05-0427071-consumer services-Latest filing 2025
Plans
4
Retirement
4
$33.9M assets
Welfare
0
Participants
344
119 HOPKINS HILL ROAD - WEST GREENWICH, RI 02817401-397-6100LinkedIn11-50 employeesconsumer services
Plans on this EIN
4 filings
#004401k-$10.7M - 139 part#001MoneyPurchase-$8.8M - 135 part#002TraditionalDB-$8.3M - 33 part#003401k-$6.1M - 37 part

Retirement portfolio analytics

4 plans aggregated / $33.9M assets / 344 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • UNION EMPLOYEES' 401(K) (#004)32%
  • UNION EMPLOYEES' PENSION (#001)26%
  • SUPPLEMENTAL RETIREMENT PLAN (#002)24%
  • DISTRIBUTORS, INC. 401(K) (#003)18%
Total $33.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES' 401(K) (#004)139
  • UNION EMPLOYEES' PENSION (#001)135
  • DISTRIBUTORS, INC. 401(K) (#003)37
  • SUPPLEMENTAL RETIREMENT PLAN (#002)33
Total 344Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' 401(K) PLAN

401k

Assets$10.7M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' PENSION PLAN

MoneyPurchase

Assets$8.8M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' SUPPLEMENTAL RETIREMENT PLAN

TraditionalDB

Assets$8.3M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CENTREX DISTRIBUTORS, INC. 401(K) PLAN

401k

Assets$6.1M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' 401(K) PLAN401k$10.7M1392025
001CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' PENSION PLANMoneyPurchase$8.8M1352025
002CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' SUPPLEMENTAL RETIREMENT PLANTraditionalDB$8.3M332025
003CENTREX DISTRIBUTORS, INC. 401(K) PLAN401k$6.1M372025
Retirement plans
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