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Sponsor portfolio

CST GROUP, CPAS, PC

EIN 54-1019610-accounting-Latest filing 2025
Plans
2
Retirement
1
$21.4M assets
Welfare
1
$26K premiums
Participants
153
10740 PARKRIDGE BLVD, 5TH FLOOR - RESTON, VA 20191703-391-2000cst-cpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$21.4M - 98 part#501Mixed-$26K - 76 lives

Benefits portfolio analytics

1 plan / $26K premiums / 76 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$18K
  • Other$5K
  • Long-term disability$3K
  • Vision$335
  • Short-term disability$272
Total $26K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HM LIFE INSURANCE COMPANY67%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY31%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • AON INSURANCE SERVICES0%
Total $26K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • TRIBRIDGE PARTNERS LLC65%
  • PRESENTLEAVE, LLC34%
  • EMPLOYEE BENEFIT SUBJECT MATTER EXP1%
Total $1K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CST GROUP, CPAS, PC 401(K) & PROFIT SHARING PLAN

401k

Assets$21.4M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CST GROUP, CPAS, PC EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$26K
Covered lives76
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CST GROUP, CPAS, PC 401(K) & PROFIT SHARING PLAN401k$21.4M982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CST GROUP, CPAS, PC EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$26K762025
Retirement plans
Welfare plans
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