Plan Snapshot
- Plan Sponsor: Csaa Insurance Services, INC.
- Sponsor EIN: 464417209
- Sponsor Address: 3055 OAK ROAD, WALNUT CREEK, CA, 945972098
- Plan Type: DB
- Total Participants: 1,984
- Total Assets: $821.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,984 | $821.8M | $65.0M | $0 |
| 2023 | 2,152 | $785.1M | $0 | $0 |
| 2022 | 2,362 | $733.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY INVESTMENT MGMT | INVESTMENT MANAGEMENT | $1,160,333 | — | $1,160,333 |
| PACIFIC INVESTMENT MANAGEMENT CO | INVESTMENT MANAGEMENT | $644,831 | — | $644,831 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $461,796 | — | $461,796 |
| NISA INVESTMENT ADVISORS L.L.C. | INVESTMENT MANAGEMENT | $200,000 | — | $200,000 |
| CALLAN LLC | CONSULTANT | $196,263 | — | $196,263 |
| DELAWARE CHARTER GUARANTEE | TRUSTEE | $62,830 | — | $62,830 |
| NORTHERN TRUST COMPANY | TRUSTEE | $20,019 | — | $20,019 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY INVESTMENT MGMT — INVESTMENT MANAGEMENT
- DELAWARE CHARTER GUARANTEE — TRUSTEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,746,072
- Estimated Expense Ratio: 0.334% 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 | $27,032,116 | $7,349,854 | $1,595 | — | — |
| 2023 | $14,930,259 | $2,112,203 | — | — | — |
| 2022 | $12,625,314 | $6,299,386 | $482,073 | — | $178,665 |