Plan Snapshot
- Plan Sponsor: Client Server Software Solutions, INC. Dba Constellation West
- Sponsor EIN: 911844650
- Sponsor Address: 3906 RAYNOR PARKWAY STE 202, BELLEVUE, NE, 68123
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 116 | $10.6M | $336,371 | $1.0M |
| 2023 | 103 | $9.2M | $294,278 | $987,202 |
| 2022 | 103 | $8.5M | $249,065 | $924,387 |
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 |
|---|---|---|---|---|
| BLACKMAN & ASSOCIATES, P.C., | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACKMAN & ASSOCIATES, P.C., — 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 | $44,467 | $23,973 | — | — | — |
| 2023 | $39,561 | $21,779 | — | — | — |
| 2022 | $46,971 | — | — | — | — |