Plan Snapshot
- Plan Sponsor: Csdvrs, LLC
- Sponsor EIN: 205985901
- Sponsor Address: 13620 NORTH FM 620, AUSTIN, TX, 78717
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $18.3M
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 | 281 | $18.3M | $645,708 | $1.3M |
| 2023 | 333 | $15.8M | $616,446 | $1.2M |
| 2022 | 326 | $12.8M | $608,954 | $1.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $95,162 | $22,539 | — | — | — |
| 2023 | $108,611 | $91,879 | — | — | — |
| 2022 | $85,374 | — | — | — | — |