Plan Snapshot
- Plan Sponsor: Csa America Standards, INC.
- Sponsor EIN: 341738465
- Sponsor Address: 8501 EAST PLEASANT VALLEY ROAD, CLEVELAND, OH, 44131
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $85.4M
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 | 379 | $85.4M | $1.3M | $3.6M |
| 2023 | 378 | $77.9M | $1.2M | $3.4M |
| 2022 | 381 | $66.3M | $1.1M | $3.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $45,203 | — | $45,203 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $17,389 | — | $17,389 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,592
- Estimated Expense Ratio: 0.073% 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 | $62,593 | $17,390 | — | — | — |
| 2023 | $47,140 | $9,556 | — | — | — |
| 2022 | $29,850 | — | $25,888 | — | — |