Sponsor portfolio
CAPITAL STRATEGIES GROUP LLC
EIN 73-1680106financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
11
2151 E BASELINE RD SUITE 101 - TEMPE, AZ 85283480-635-4050csgplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL STRATEGIES GROUP LLC 401K PROFIT SHARING PLAN | 401k | $1.8M | 11 | 2025 |
Retirement plans