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Sponsor portfolio
Centeroak Adviser, L.P.
EIN 30-0885129Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$7.0M assets
Welfare
0
Participants
33
100 CRESCENT COURT, STE. 1700 - DALLAS, TX 75201214-301-4212
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CENTEROAK ADVISER, L.P. 401(K) PLAN | 401(k) | $7.0M | 33 | 2025 |
Retirement plans