Plan Snapshot
- Plan Sponsor: Csg Systems, INC.
- Sponsor EIN: 470772478
- Sponsor Address: 169 INVERNESS DR, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 2,032
- Total Assets: $688.4M
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 | 2,032 | $688.4M | $12.9M | $23.8M |
| 2023 | 2,161 | $628.5M | $12.8M | $23.6M |
| 2022 | 2,234 | $531.5M | $13.2M | $23.6M |
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 |
|---|---|---|---|---|
| LUTZ AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY — 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 | $447,991 | $286,931 | — | — | — |
| 2023 | $352,508 | $226,488 | $1,500 | — | — |
| 2022 | $335,630 | $197,629 | — | — | — |