Assets by plan
Share of aggregate retirement assets
Filings through .
Centrategy LLC
EIN 20-8723659Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$885K assets
Health & Benefits
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $885K assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CENTRATEGY LLC 401(K) PLAN
401(k)
Assets$445K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CENTRATEGY LLC CASH BALANCE PLAN
Cash balance
Assets$440K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CENTRATEGY LLC 401(K) PLAN | 401(k) | $445K | 3 | 2025 |
| #003 | CENTRATEGY LLC CASH BALANCE PLAN | Cash balance | $440K | 3 | 2025 |
- #002 · 401(k) · 20253
- #003 · Cash balance · 20253
Retirement plans