Plan Snapshot
- Plan Sponsor: Cs Wind America, INC.
- Sponsor EIN: 262926730
- Sponsor Address: 100 TOWER ROAD, PUEBLO, CO, 81004
- Plan Type: 401(k)
- Total Participants: 875
- Total Assets: $34.1M
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 | 875 | $34.1M | $2.3M | $3.2M |
| 2023 | 1,024 | $28.3M | $1.8M | $2.7M |
| 2022 | 585 | $21.4M | $1.2M | $1.8M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | Investment Advisor | $46,786 | — | $46,786 |
| T ROWE PRICE RPS INC | Recordkeeper | $44,200 | — | $44,200 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $22,560 | — | $22,560 |
| MERCER | Other Service Provider | $11,084 | — | $11,084 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,630
- Estimated Expense Ratio: 0.366% 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 | $124,881 | $47,540 | — | — | — |
| 2023 | $78,502 | — | — | — | — |
| 2022 | $94,523 | — | — | — | $36,377 |