# Csi It, LLC 401(k) Plan
Source: https://planprovider.pro/companies/csi-it-llc-401k-plan

> Csi It, LLC's 401(k) plan: 877 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Csi It, LLC

- **Sponsor EIN:** 812264132

- **Sponsor Address:** 8665 BAYPINE RD, JACKSONVILLE, FL, 32256

- **Plan Type:** 401(k)

- **Total Participants:** 877

- **Total Assets:** $24.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|877|$24.1M|$395,758|$4.0M|

| 2023|737|$20.5M|$477,931|$4.6M|

| 2022|849|$13.7M|$1.3M|$3.6M|

## 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|

| OSAIC WEALTH INC|ADVISOR|$54,165|—|$54,165|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$20,065|—|$20,065|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $74,230

- **Estimated Expense Ratio:** 0.308% 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|$74,230|$54,165|—|—|—|

| 2023|$60,310|$45,556|—|—|—|

| 2022|$52,117|—|—|—|—|

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