Plan Snapshot
- Plan Sponsor: Christian Schools International (Csi)
- Sponsor EIN: 381565440
- Sponsor Address: 2969 PRAIRIE ST SW, STE 102, GRANDVILLE, MI, 494182008
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,210
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,210 | $5.5M | $11.8M | $0 |
| 2023 | 2,190 | $5.6M | $12.1M | $0 |
| 2022 | 2,035 | $5.3M | $10.2M | $0 |
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 |
|---|---|---|---|---|
| CEB SERVICES | Other Service Provider | $394,250 | — | $394,250 |
| COORDINATED ADMINISTRATIVE SERVICES | Other Service Provider | $135,678 | — | $135,678 |
| MERCER HEALTH & BENEFITS, LLC | Other Service Provider | $45,579 | — | $45,579 |
| GRAF-MARTIN COMMUNICATIONS INC. | Other Service Provider | $43,285 | — | $43,285 |
| WARNER, NORCROSS & JUDD LLP | ERISA Attorney | $40,628 | — | $40,628 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | Other Service Provider | $32,969 | — | $32,969 |
| PLANTE & MORAN, PLLC | Other Service Provider | $27,900 | — | $27,900 |
| NATIONAL INSURANCE PRODUCER REGISTR | Other Service Provider | $9,831 | — | $9,831 |
| LEGALEASE | Other Service Provider | $8,881 | — | $8,881 |
| KENT COMMUNICATIONS INC | Other Service Provider | $8,341 | — | $8,341 |
| TELUS HEALTH (US) LTD. | Other Service Provider | $8,074 | — | $8,074 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARNER, NORCROSS & JUDD LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $755,416
- Estimated Expense Ratio: 13.818% 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 | $809,500 | — | $533,571 | $27,900 | — |
| 2023 | $661,945 | — | $373,229 | $21,350 | — |
| 2022 | $616,717 | — | $352,615 | — | $28,582 |