Plan Snapshot
- Plan Sponsor: Csat Solutions LP
- Sponsor EIN: 134189492
- Sponsor Address: 4949 WINDFERN ROAD, HOUSTON, TX, 77041
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 268 | $15.4M | $847,926 | $1.2M |
| 2023 | 280 | $13.7M | $713,948 | $1.4M |
| 2022 | 192 | $10.8M | $532,203 | $1.0M |
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 |
|---|---|---|---|---|
| CALIFORNIA RETIREMENT PLANS | Recordkeeper | $42,767 | — | $42,767 |
| EMPOWER ANNUITY INSURANCE CO OF AM | Recordkeeper | $26,117 | — | $26,117 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $24,920 | — | $24,920 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $8,122 | — | $8,122 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,926
- Estimated Expense Ratio: 0.664% 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 | $111,117 | $27,840 | $67,442 | — | — |
| 2023 | $100,470 | $86,791 | $13,021 | — | — |
| 2022 | $58,778 | $21,670 | $8,426 | — | $28,682 |