# C.S.B. Co. 401(k) Plan
Source: https://planprovider.pro/companies/c-s-b-co-401k-plan

> C.S.B. Co.'s 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/regier-carr-and-monroe-llp-cpas) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/c-s-b-co-401k-plan)

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