Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
CAREERSTONE GROUP, LLC
EIN 20-8166510management consultingLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
9
2304 TUNLAW ROAD, NW - WASHINGTON, DC 20007202-965-1144careerstonegroup.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 9 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
CAREERSTONE GROUP, LLC PROFIT SHARING & 401(K) PLAN
401k
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CAREERSTONE GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$612K
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 | CAREERSTONE GROUP, LLC PROFIT SHARING & 401(K) PLAN | 401k | $1.1M | 5 | 2024 | |
| 003 | CAREERSTONE GROUP, LLC CASH BALANCE PLAN | CashBalance | $612K | 4 | 2024 |
Retirement plans