# Csaa Insurance Services, INC. DB Plan
Source: https://planprovider.pro/companies/csaa-insurance-services-inc-plan-001

> Csaa Insurance Services, INC.'s DB plan: 1,984 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 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](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT MANAGEMENT

- [DELAWARE CHARTER GUARANTEE](https://planprovider.pro/provider/principal-financial-group-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/csaa-insurance-services-inc-plan-001)

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