Plan Snapshot
- Plan Sponsor: Csg Consultants, INC.
- Sponsor EIN: 912053749
- Sponsor Address: 550 PILGRIM DRIVE, FOSTER CITY, CA, 94404
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $45.4M
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 | 324 | $45.4M | $301,273 | $3.4M |
| 2023 | 341 | $39.9M | $505,619 | $2.9M |
| 2022 | 333 | $30.3M | $504,689 | $2.6M |
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 |
|---|---|---|---|---|
| WITHUM SMITH AND BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH AND BROWN PC — Auditor
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 | $92,374 | $92,374 | — | — | — |
| 2023 | $68,995 | $63,196 | $5,799 | — | — |
| 2022 | $71,727 | $64,307 | $7,420 | — | — |