# Credit Suisse Securities Usa LLC DB Plan
Source: https://planprovider.pro/companies/credit-suisse-securities-usa-llc-plan-004

> Credit Suisse Securities Usa LLC's DB plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$1,107,460|—|$1,107,460|

| BLACKROCK FINANCIAL MANAGEMENT|NONE|$193,885|—|$193,885|

| THE BANK OF NEW YORK MELLON|NONE|$168,908|—|$168,908|

| JOE HUBER|NONE|$100,000|—|$100,000|

| THOMPSON HINE|NONE|$93,862|—|$93,862|

| ERNST & YOUNG LLP|Auditor|$68,744|—|$68,744|

| PRICEWATERHOUSE COOPERS LLP|NONE|$68,744|—|$68,744|

| ALIGHT SOLUTIONS LLC|NONE|$24,210|—|$24,210|

| T. ROWE PRICE|NONE|$12,813|—|$12,813|

| BUCK GLOBAL, LLC|NONE|$11,869|—|$11,869|

| MCLAGAN PARTNERS, INC.|NONE|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AON CONSULTING INC](https://planprovider.pro/provider/alight-solutions) — NONE

- [THOMPSON HINE](https://planprovider.pro/provider/thompson-hine-llp) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [PRICEWATERHOUSE COOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,855,495

- **Estimated Expense Ratio:** 0.627% 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|

## Similar Plans

- [Stash Financial, INC. Dba Stash Invest](https://planprovider.pro/companies/stash-financial-inc-dba-stash-invest-401k-plan) — 123 participants

- [Lazard Freres & Co. LLC](https://planprovider.pro/companies/lazard-freres-co-llc-plan) — 129 participants

- [Lexington Partners L.P.](https://planprovider.pro/companies/lexington-partners-l-p-401k-plan) — 135 participants

- [Fmc Group Holdings LP](https://planprovider.pro/companies/fmc-group-holdings-lp-401k-plan) — 135 participants

- [Siebert Williams Shank & Co., LLC](https://planprovider.pro/companies/siebert-williams-shank-co-llc-plan) — 146 participants

- [Tiger Global Management LLC](https://planprovider.pro/companies/tiger-global-management-llc-401k-plan) — 148 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/credit-suisse-securities-usa-llc-plan-004)

© 2026 PlanProvider.Pro