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Sponsor portfolio

CAUSE CONSULTING GROUP, L.L.C.

EIN 41-2146156-management consulting-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
5
52 SALISBURY ROAD - NEWTON, MA 024581948617-266-0700causeconsulting.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$3.9M - 2 part#002CashBalance-$1.3M - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • L.L.C. 401K PLAN (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • L.L.C. 401K PLAN (#001)2
Total 5Click 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#001

CAUSE CONSULTING GROUP, L.L.C. 401K PLAN

401k

Assets$3.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAUSE CONSULTING GROUP, L.L.C. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAUSE CONSULTING GROUP, L.L.C. 401K PLAN401k$3.9M22025
002CAUSE CONSULTING GROUP, L.L.C. CASH BALANCE PLANCashBalance$1.3M32024
Retirement plans
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