Plan Snapshot
- Plan Sponsor: Cse Insurance Services, INC
- Sponsor EIN: 943231596
- Sponsor Address: 9450 SOUTHWEST GEMINI DRIVE, BEAVERTON, OR, 97008
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $23.8M
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. |
|---|---|---|---|---|
| 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 | $24,752 | — | $24,752 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $12,688 | — | $12,688 |
| BERLA INVESTMENT CONSULTING | Investment Advisor | $10,000 | — | $10,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,440
- Estimated Expense Ratio: 0.199% 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 | $57,440 | $22,688 | — | — | — |
| 2023 | $42,618 | $19,885 | — | — | — |