Plan Snapshot
- Plan Sponsor: Cse Insurance Services, INC
- Sponsor EIN: 943231596
- Sponsor Address: 250 COMMERCIAL STREET, SUITE 2016, MANCHESTER, NH, 03101
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 3
- Total Assets: $4,169
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3 | $4,169 | $0 | $0 |
| 2024 | 47 | $23.8M | $385,572 | $977,489 |
| 2023 | 83 | $21.6M | $487,813 | $1.5M |
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 | $32,908 | — | $32,908 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $11,569 | — | $11,569 |
| BERLA INVESTMENT CONSULTING | Investment Advisor | $8,333 | — | $8,333 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,810
- Estimated Expense Ratio: 1266.731% 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 |
|---|---|---|---|---|---|
| 2025 | $27,220,723 | $19,902 | — | — | — |
| 2024 | $57,440 | $22,688 | — | — | — |
| 2023 | $42,618 | $19,885 | — | — | — |