# Csi Enterprises INC 401(k) Plan
Source: https://planprovider.pro/companies/csi-enterprises-inc-401k-plan

> Csi Enterprises INC's 401(k) plan: 148 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/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|—|—|

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