Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CERTIFIED STRATEGIES, INC.
EIN 45-3975777Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
15
6320 CANOGA AVENUE, #1470 - WOODLAND HILLS, CA 91367818-914-4705certifiedstrategies.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 15 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#002
CERTIFIED STRATEGIES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CERTIFIED STRATEGIES, INC. RETIREMENT PLAN
401k
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CERTIFIED STRATEGIES, INC. CASH BALANCE PLAN | CashBalance | $1.5M | 5 | 2024 | |
| 001 | CERTIFIED STRATEGIES, INC. RETIREMENT PLAN | 401k | $1.3M | 10 | 2025 |
Retirement plans