Plan Snapshot
- Plan Sponsor: C.S.B. Co.
- Sponsor EIN: 470565392
- Sponsor Address: 915 MERIDIAN, COZAD, NE, 69130
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $22.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $22.6M | $302,106 | $403,516 |
| 2023 | 91 | $22.1M | $310,749 | $441,145 |
| 2022 | 90 | $19.7M | $295,845 | $425,690 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $5,200 | — | $5,200 |
| REGIER CARR & MONROE, LLP | NONE | $5,012 | — | $5,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REGIER CARR & MONROE, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,212
- Estimated Expense Ratio: 0.045% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $13,893 | $1,681 | $7,200 | $5,012 | — |
| 2023 | $10,651 | — | $2,251 | $8,400 | — |
| 2022 | $11,674 | — | $2,874 | — | $8,800 |