Plan Snapshot
- Plan Sponsor: Credit Suisse Securities Usa LLC
- Sponsor EIN: 050546650
- Sponsor Address: 11 MADISON AVENUE, FLOOR 8, NEW YORK, NY, 10010
- Plan Type: DB
- Total Participants: 122
- Total Assets: $295.9M
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 | 122 | $295.9M | $0 | $0 |
| 2023 | 183 | $708.7M | $0 | $0 |
| 2022 | 285 | $716.0M | $0 | $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 |
|---|---|---|---|---|
| AON CONSULTING INC | Recordkeeper | $1,107,460 | — | $1,107,460 |
| BLACKROCK FINANCIAL MANAGEMENT | Other Service Provider | $193,885 | — | $193,885 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $168,908 | — | $168,908 |
| JOE HUBER | Other Service Provider | $100,000 | — | $100,000 |
| THOMPSON HINE | ERISA Attorney | $93,862 | — | $93,862 |
| PRICEWATERHOUSE COOPERS LLP | Auditor | $68,744 | — | $68,744 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $24,210 | — | $24,210 |
| T. ROWE PRICE | Other Service Provider | $12,813 | — | $12,813 |
| BUCK GLOBAL, LLC | Other Service Provider | $11,869 | — | $11,869 |
| MCLAGAN PARTNERS, INC. | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC — Recordkeeper
- THOMPSON HINE — ERISA Attorney
- PRICEWATERHOUSE COOPERS LLP — Auditor
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,786,751
- Estimated Expense Ratio: 0.604% 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 | $2,056,613 | $206,698 | $1,248,539 | $68,744 | — |
| 2023 | $2,883,112 | $523,840 | $809,904 | $80,103 | — |
| 2022 | $2,052,163 | $701,037 | $376,232 | — | $767,011 |