Plan Snapshot
- Plan Sponsor: Csi Electrical Contractors, INC.
- Sponsor EIN: 841788580
- Sponsor Address: 10623 FULTON WELLS AVENUE, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $43.6M
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 | 283 | $43.6M | $2.5M | $2.9M |
| 2023 | 283 | $35.2M | $1.9M | $2.7M |
| 2022 | 273 | $30.9M | $1.6M | $2.5M |
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 ADVISORY GROUP, LLC | INVESTMENT MGMT | $54,755 | — | $54,755 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $36,000 | — | $36,000 |
| LSL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,755
- Estimated Expense Ratio: 0.208% 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 | $130,894 | $90,755 | — | — | — |
| 2023 | $110,373 | $75,193 | — | — | — |
| 2022 | $122,736 | $67,680 | $55,056 | — | — |