Plan Snapshot
- Plan Sponsor: Cs Operations INC
- Sponsor EIN: 814728510
- Sponsor Address: 631 US HIGHWAY 1 STE 300, NORTH PALM BEACH, FL, 334084620
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $5.1M
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 | 140 | $5.1M | $229,948 | $627,373 |
| 2023 | 117 | $4.6M | $209,432 | $605,958 |
| 2022 | 90 | $3.5M | $194,154 | $557,908 |
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 |
|---|---|---|---|---|
| BERRY DUNN MCNEIL & PARKER LLC | Auditor | — | — | $0 |
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 | $18,772 | $3,712 | $14,200 | — | — |
| 2023 | $14,882 | $2,884 | $11,783 | — | — |
| 2022 | $13,283 | $2,226 | $11,057 | — | — |