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CENTRICITY WEALTH MANAGEMENT

EIN 46-1083812-financial services-Latest filing 2024
Plans
1
Retirement
1
$222K assets
Welfare
0
Participants
4
515 EXECUTIVE CAMPUS DRIVE, SUITE 100 - WESTERVILLE, OH 43082614-392-5155LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$222K - 4 part

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Retirement#002

CENTRICITY WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$222K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CENTRICITY WEALTH MANAGEMENT 401(K) PLAN401k$222K42024
Retirement plans
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