Plan Snapshot
- Plan Sponsor: Cse Americas INC.
- Sponsor EIN: 465158653
- Sponsor Address: 8303 THORA LANE, SPRING, TX, 77379
- Plan Type: 401(k)
- Total Participants: 855
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 855 | $33.7M | $25,405 | $2.6M |
| 2023 | 807 | $31.7M | $0 | $2.4M |
| 2022 | 785 | $27.8M | $0 | $2.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $156,577 | — | $156,577 |
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $69,641 | — | $69,641 |
| NOVA 401(K) ASSOCIATES | THIRD PARTY ADMINISTRATOR | $2,401 | $14,913 | $17,314 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,532
- Estimated Expense Ratio: 0.722% 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 | $104,685 | — | — | — | — |
| 2023 | $61,769 | — | $5,475 | — | — |
| 2022 | $132,645 | $66,242 | $47,611 | — | — |