Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHICAGO STRATEGY ASSOCIATES, INC.
EIN 36-3818387Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
6
110 WEST ELSMERE PLACE - SAN ANTONIO, TX 782122347312-968-4856
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 6 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#001
CHICAGO STRATEGY ASSOCIATES, INC.-PROFIT SHARING PLAN
ProfitSharing
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHICAGO STRATEGY ASSOCIATES, INC.-MONEY PURCHASE PLAN
MoneyPurchase
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHICAGO STRATEGY ASSOCIATES, INC.-PROFIT SHARING PLAN | ProfitSharing | $2.4M | 3 | 2025 | |
| 002 | CHICAGO STRATEGY ASSOCIATES, INC.-MONEY PURCHASE PLAN | MoneyPurchase | $1.9M | 3 | 2025 |
Retirement plans