Plan Snapshot
- Plan Sponsor: Civil Service Employees Association
- Sponsor EIN: 140479613
- Sponsor Address: 143 WASHINGTON AVENUE, ALBANY, NY, 122102303
- Plan Type: DB
- Total Participants: 290
- Total Assets: $207.7M
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 | 290 | $207.7M | $5.2M | $270,370 |
| 2023 | 278 | $187.1M | $7.7M | $224,784 |
| 2022 | 277 | $161.0M | $6.8M | $185,182 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $96,754 | $96,754 | — | — | — |
| 2023 | $107,543 | $107,543 | — | — | — |
| 2022 | $112,995 | $112,995 | — | — | — |