Plan Snapshot
- Plan Sponsor: Csi Support & Development Services
- Sponsor EIN: 201935580
- Sponsor Address: 8425 E. TWELVE MILE RD., WARREN, MI, 48093
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $32.1M
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. |
|---|---|---|---|---|
| 2024 | 275 | $32.1M | $1.7M | $1.1M |
| 2023 | 242 | $27.6M | $1.5M | $1.0M |
| 2022 | 226 | $25.0M | $1.4M | $974,440 |
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 |
|---|---|---|---|---|
| DAUBY O'CONNOR & ZALESKI, LLC | Auditor | — | — | $0 |
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 | $19,358 | $16,514 | — | — | — |
| 2023 | $16,095 | $13,514 | — | — | — |
| 2022 | $14,324 | $10,775 | — | — | — |