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Sponsor portfolio

CPS PROFESSIONAL SERVICES, LLC DBA CATHEXIS

EIN 11-3769711-management consulting-Latest filing 2025
Plans
3
Retirement
1
$7.8M assets
Welfare
2
$300K premiums
Participants
337
8300 GREENSBORO DR, SUITE 720 - TYSONS, VA 22102571-570-4810cps-ps.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
3 filings
#002401k-$7.8M - 200 part#501Mixed-$300K - 124 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $300K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$300K
  • Vision$300K
  • Life$300K
  • Short-term disability$300K
  • Long-term disability$300K
  • Other$300K
Total $300K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $300K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $44K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CATHEXIS 401(K) PLAN

401k

Assets$7.8M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CPS PROFESSIONAL SERVICES, LLC DBA CATHEXIS HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$300K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CATHEXIS, LLC HEALTH AND WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CATHEXIS 401(K) PLAN401k$7.8M2002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CPS PROFESSIONAL SERVICES, LLC DBA CATHEXIS HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$300K1242025
502CATHEXIS, LLC HEALTH AND WELFARE PLANSelf Funded-$002025
Retirement plans
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