The Center For Sales Strategy, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Center For Sales Strategy, LLC
  • Sponsor EIN: 222772811
  • Sponsor Address: 6601 MEMORIAL HIGHWAY, TAMPA, FL, 33615
  • Plan Type: 401(k)
  • Total Participants: 53
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202453$4.6M$92,373$255,294
202332$5.2M$101,823$262,575
202255$5.5M$98,399$271,989

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