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Sponsor portfolio

CANTERBURY BENEFIT SOLUTIONS, INC.

EIN 45-5527915-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$920K assets
Welfare
0
Participants
3
1630 W OAK ST STE 201 - ZIONSVILLE, IN 460772059765-414-1177canterburybenefits.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$489K - 1 part#002CashBalance-$431K - 2 part

Retirement portfolio analytics

2 plans aggregated / $920K assets / 3 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SPG RETIREMENT PLAN (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $920KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • SPG RETIREMENT PLAN (#001)1
Total 3Click 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

SPG RETIREMENT PLAN

401k

Assets$489K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SPG CASH BALANCE PLAN

CashBalance

Assets$431K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPG RETIREMENT PLAN401k$489K12025
002SPG CASH BALANCE PLANCashBalance$431K22024
Retirement plans
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