Plan Snapshot
- Plan Sponsor: Csaa Insurance Services, INC.
- Sponsor EIN: 464417209
- Sponsor Address: 3055 OAK RD, WALNUT CREEK, CA, 94597
- Plan Type: 401(k)
- Total Participants: 3,824
- Total Assets: $872.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,824 | $872.3M | $36.7M | $33.9M |
| 2023 | 3,552 | $754.9M | $26.6M | $31.9M |
| 2022 | 3,212 | $646.5M | $32.4M | $29.5M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $336,354 | — | $327,091 | — | — |
| 2023 | $238,911 | — | $233,951 | — | — |
| 2022 | $323,606 | — | — | — | — |