Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CUSTOMER RETENTION SOLUTIONS
EIN 38-3613328management consultingLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
8
6938 ELM VALLEY DRIVE, SUITE 118 - KALAMAZOO, MI 49009269-324-7385LinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 8 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
CUSTOMER RETENTION SOLUTIONS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CUSTOMER RETENTION SOLUTIONS 401(K) PROFIT SHARING PLAN
401k
Assets$869K
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 | |
|---|---|---|---|---|---|---|
| 001 | CUSTOMER RETENTION SOLUTIONS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 4 | 2025 | |
| 002 | CUSTOMER RETENTION SOLUTIONS 401(K) PROFIT SHARING PLAN | 401k | $869K | 4 | 2025 |
Retirement plans