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Sponsor portfolio

CENTRATEGY LLC

EIN 20-8723659-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$885K assets
Welfare
0
Participants
6
26 RIVER RUN - EAST GREENWICH, RI 02818401-234-1134centrategy.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$445K - 3 part#003CashBalance-$440K - 3 part

Retirement portfolio analytics

2 plans aggregated / $885K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CENTRATEGY LLC 401(K) (#002)50%
  • CASH BALANCE PLAN (#003)50%
Total $885KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CENTRATEGY LLC 401(K) (#002)3
  • CASH BALANCE PLAN (#003)3
Total 6Click row to drill in

Plan deep-dives

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

CENTRATEGY LLC 401(K) PLAN

401k

Assets$445K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CENTRATEGY LLC CASH BALANCE PLAN

CashBalance

Assets$440K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CENTRATEGY LLC 401(K) PLAN401k$445K32025
003CENTRATEGY LLC CASH BALANCE PLANCashBalance$440K32025
Retirement plans
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