Centra Ventures, Inc. 401(k) Plan
Sponsored by Falcon National Bank · EIN 542109630 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 120
- With balances
- 143
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Advisory Services Llc CRD 285648 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors | Investment advisory (plan) | $18,675 |
| John Hancock Usa | Recordkeeping, Participant loan processing, Float revenue | $15,326 |
| Minnesota Life Insurance Company | Contract administrator, Recordkeeping, Investment management | $4,755 |