Civic Intelligence

CENTEROAK ADVISER, L.P.

Plan context: CENTEROAK ADVISER, L.P. 401(K) PLAN

EIN 30-0885129 • Dallas, TX • 9 filings • 1 plans

100 Crescent Court, Ste. 1700Dallas, TX 75201
Current Snapshot

Latest Year

2025

2025 Participants

30

2025 Assets

$6,981,716

2025 Contributions

$827,458

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,981,716$3,490,858$0201720212025YearValue
$6,981,716Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

31160201720212025YearValue
30Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025130$6,981,716$827,458$27,582iApproximate average salary by contribution assumption: employee only about $689,548 at 4% or $459,699 at 6%; with 50% employer match about $459,699 at 4% or $306,466 at 6%; with 100% employer match about $344,774 at 4% or $229,849 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-30$6,981,716$827,458$27,582iApproximate average salary by contribution assumption: employee only about $689,548 at 4% or $459,699 at 6%; with 50% employer match about $459,699 at 4% or $306,466 at 6%; with 100% employer match about $344,774 at 4% or $229,849 at 6%.
2024130$5,599,817$692,780$23,093iApproximate average salary by contribution assumption: employee only about $577,317 at 4% or $384,878 at 6%; with 50% employer match about $384,878 at 4% or $256,585 at 6%; with 100% employer match about $288,658 at 4% or $192,439 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-30$5,599,817$692,780$23,093iApproximate average salary by contribution assumption: employee only about $577,317 at 4% or $384,878 at 6%; with 50% employer match about $384,878 at 4% or $256,585 at 6%; with 100% employer match about $288,658 at 4% or $192,439 at 6%.
2023131$4,301,220$972,878$31,383iApproximate average salary by contribution assumption: employee only about $784,579 at 4% or $523,053 at 6%; with 50% employer match about $523,053 at 4% or $348,702 at 6%; with 100% employer match about $392,290 at 4% or $261,526 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-31$4,301,220$972,878$31,383iApproximate average salary by contribution assumption: employee only about $784,579 at 4% or $523,053 at 6%; with 50% employer match about $523,053 at 4% or $348,702 at 6%; with 100% employer match about $392,290 at 4% or $261,526 at 6%.
2022127$3,394,880$485,372$17,977iApproximate average salary by contribution assumption: employee only about $449,419 at 4% or $299,612 at 6%; with 50% employer match about $299,612 at 4% or $199,742 at 6%; with 100% employer match about $224,709 at 4% or $149,806 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-27$3,394,880$485,372$17,977iApproximate average salary by contribution assumption: employee only about $449,419 at 4% or $299,612 at 6%; with 50% employer match about $299,612 at 4% or $199,742 at 6%; with 100% employer match about $224,709 at 4% or $149,806 at 6%.
2021121$3,509,968$559,342$26,635iApproximate average salary by contribution assumption: employee only about $665,883 at 4% or $443,922 at 6%; with 50% employer match about $443,922 at 4% or $295,948 at 6%; with 100% employer match about $332,942 at 4% or $221,961 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-21$3,509,968$559,342$26,635iApproximate average salary by contribution assumption: employee only about $665,883 at 4% or $443,922 at 6%; with 50% employer match about $443,922 at 4% or $295,948 at 6%; with 100% employer match about $332,942 at 4% or $221,961 at 6%.
2020122$4,653,282$707,415$32,155iApproximate average salary by contribution assumption: employee only about $803,881 at 4% or $535,920 at 6%; with 50% employer match about $535,920 at 4% or $357,280 at 6%; with 100% employer match about $401,940 at 4% or $267,960 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-22$4,653,282$707,415$32,155iApproximate average salary by contribution assumption: employee only about $803,881 at 4% or $535,920 at 6%; with 50% employer match about $535,920 at 4% or $357,280 at 6%; with 100% employer match about $401,940 at 4% or $267,960 at 6%.
2019126$3,802,485$719,232$27,663iApproximate average salary by contribution assumption: employee only about $691,569 at 4% or $461,046 at 6%; with 50% employer match about $461,046 at 4% or $307,364 at 6%; with 100% employer match about $345,785 at 4% or $230,523 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-26$3,802,485$719,232$27,663iApproximate average salary by contribution assumption: employee only about $691,569 at 4% or $461,046 at 6%; with 50% employer match about $461,046 at 4% or $307,364 at 6%; with 100% employer match about $345,785 at 4% or $230,523 at 6%.
2018123$2,583,285$625,727$27,206iApproximate average salary by contribution assumption: employee only about $680,138 at 4% or $453,425 at 6%; with 50% employer match about $453,425 at 4% or $302,284 at 6%; with 100% employer match about $340,069 at 4% or $226,713 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-23$2,583,285$625,727$27,206iApproximate average salary by contribution assumption: employee only about $680,138 at 4% or $453,425 at 6%; with 50% employer match about $453,425 at 4% or $302,284 at 6%; with 100% employer match about $340,069 at 4% or $226,713 at 6%.
2017118$2,227,641$130,753$7,264iApproximate average salary by contribution assumption: employee only about $181,601 at 4% or $121,068 at 6%; with 50% employer match about $121,068 at 4% or $80,712 at 6%; with 100% employer match about $90,801 at 4% or $60,534 at 6%.
CENTEROAK ADVISER, L.P. 401(K) PLAN-18$2,227,641$130,753$7,264iApproximate average salary by contribution assumption: employee only about $181,601 at 4% or $121,068 at 6%; with 50% employer match about $121,068 at 4% or $80,712 at 6%; with 100% employer match about $90,801 at 4% or $60,534 at 6%.