Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $151.5M assets / 5,251 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | 403(b) | $137.8M | 4,914 | 2025 |
| #002 | CENTERSTONE OF AMERICA, INC. 401(K) RETIREMENT PLAN | 401(k) | $13.7M | 337 | 2025 |