Plan Snapshot
- Plan Sponsor: Csa Architects & Engineers, LLP
- Sponsor EIN: 660378904
- Sponsor Address: 1511 PONCE DE LEON AVE. SUITE 23, SAN JUAN, PR, 00909
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 366
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 366 | $16.9M | $185,070 | $1.1M |
| 2023 | 301 | $14.7M | $86,996 | $785,902 |
| 2022 | 229 | $12.2M | $37,283 | $566,750 |
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 | Recordkeeper | $112,653 | — | $112,653 |
| LPL FINANCIAL | Investment Advisor | $23,213 | — | $23,213 |
| PENSION SERVICES, INC. | Recordkeeper | $12,733 | $7,410 | $20,143 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,009
- Estimated Expense Ratio: 0.923% 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 | $83,543 | — | $83,543 | — | — |
| 2023 | $62,043 | — | $62,043 | — | — |
| 2022 | $93,809 | — | $93,809 | — | — |