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  2. CAREER STRATEGIES, INC.
Sponsor portfolio

CAREER STRATEGIES, INC.

EIN 83-2725927-staffing and recruiting-Latest filing 2025
Plans
3
Retirement
2
$64.6M assets
Welfare
1
$482K premiums
Participants
393
1 CHISHOLM TRAIL RD, SUITE 210 - ROUND ROCK, TX 78681818-558-6692csi4jobs.comLinkedIn51-200 employeesstaffing and recruiting
Plans on this EIN
3 filings
#002ESOP-$57.4M - 131 part#001401k-$7.2M - 128 part#501Fully Insured-$482K - 133 lives

Retirement portfolio analytics

2 plans aggregated / $64.6M assets / 259 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • EMPLOYEE STOCK OWNERSHIP (#002)89%
  • STRATEGIES, INC. 401(K) (#001)11%
Total $64.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)131
  • STRATEGIES, INC. 401(K) (#001)128
Total 259Click row to drill in

Benefits portfolio analytics

1 plan / $482K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$475K
  • Health$376K
  • Prescription drug$376K
  • Other$106K
  • Dental$98K
  • Life$98K
  • +1 more
Total $482K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • HUMANA INSURANCE COMPANY20%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
Total $482K3 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • PATRICIA CRIVELLO34%
  • TRAPANI DICKINS & ASSOCIATES23%
  • PATRIOT GROWTH INSURANCE SERVICES17%
  • FIRST PACIFIC EXCHANGE16%
  • BROOKS JUCHA & ASSOCIATES8%
  • +1 more
Total $28K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAREER STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$57.4M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAREER STRATEGIES, INC. 401(K) PLAN

401k

Assets$7.2M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREER STRATEGIES, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$482K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAREER STRATEGIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$57.4M1312025
001CAREER STRATEGIES, INC. 401(K) PLAN401k$7.2M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREER STRATEGIES, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$482K1332025
Retirement plans
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