PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CS CAPITAL MANAGEMENT, INC.
Sponsor portfolio

CS CAPITAL MANAGEMENT, INC.

EIN 58-1973304-investment management-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
16
2274 E MAPLE AVE - EL SEGUNDO, CA 90245310-988-7305cscapitalinc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$2.3M - 8 part#002CashBalance-$1.4M - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#001)63%
  • CASH BALANCE PLAN (#002)37%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)8
  • CASH BALANCE PLAN (#002)8
Total 16Click 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

CS CAPITAL MANAGEMENT INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CS CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CS CAPITAL MANAGEMENT INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$2.3M82024
002CS CAPITAL MANAGEMENT, INC. CASH BALANCE PLANCashBalance$1.4M82025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica