Plan Snapshot
- Plan Sponsor: Csi Enterprises INC
- Sponsor EIN: 330479452
- Sponsor Address: 3301 BONITA BEACH RD, BONITA SPRINGS, FL, 34134
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $5.0M
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. |
|---|---|---|---|---|
| 2023 | 148 | $5.0M | $521,870 | $713,561 |
| 2022 | 128 | $3.0M | $298,939 | $368,599 |
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 |
|---|---|---|---|---|
| ADP RETIREMENT SERVICES | NONE | $41,550 | — | $41,550 |
| AAFCPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP RETIREMENT SERVICES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,550
- Estimated Expense Ratio: 0.836% 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 |
|---|---|---|---|---|---|
| 2023 | $20,775 | $1,990 | — | — | — |
| 2022 | $3,314 | — | $3,314 | — | — |