Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CRUZ STRATEGIES, LLC
EIN 82-3511571Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 12 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#001
CRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CRUZ STRATEGIES, LLC CASH BALANCE PLAN
CashBalance
Assets$940K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRUZ STRATEGIES, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 6 | 2024 | |
| 002 | CRUZ STRATEGIES, LLC CASH BALANCE PLAN | CashBalance | $940K | 6 | 2024 |
Retirement plans