Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPITOL STRATEGIES GROUP, LLC
EIN 06-1606767government relationsLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
6
THE WEBSTER MEMORIAL BUILDING, 36 TRUMBULL STREET - HARTFORD, CT 06103860-293-2581capitolstrategiesgroup.comLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAPITOL STRATEGIES GROUP CASH BALANCE PLAN
CashBalance
Assets$5.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPITOL STRATEGIES GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$3.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAPITOL STRATEGIES GROUP CASH BALANCE PLAN | CashBalance | $5.5M | 2 | 2025 | |
| 001 | CAPITOL STRATEGIES GROUP PROFIT SHARING PLAN | ProfitSharing | $3.5M | 4 | 2025 |
Retirement plans