# Csaa Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/csaa-insurance-services-inc-401k-plan

> Csaa Insurance Services, INC.'s 401(k) plan: 3,824 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$323,944|—|$323,944|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $323,944

- **Estimated Expense Ratio:** 0.037% 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|$336,354|—|$327,091|—|—|

| 2023|$238,911|—|$233,951|—|—|

| 2022|$323,606|—|—|—|—|

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