Plan Snapshot
- Plan Sponsor: Csi Usa INC.
- Sponsor EIN: 320671474
- Sponsor Address: 8770 WEST BRYN MAWR AVE, CHICAGO, IL, 60631
- Plan Type: 401(k)
- Total Participants: 12,475
- Total Assets: $1.6B
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 | 12,475 | $1.6B | $27.5M | $106.8M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $475,795 | — | $475,795 |
| THE ANGELL PENSION GROUP, INC | THIRD PARTY ADMINISTRATO | $112,400 | — | $112,400 |
| MORGAN STANLEY GLOBAL BANKING OP | SERVICE PROVIDER | $98,600 | — | $98,600 |
| CARON BLETZER, PLLC | SERVICE PROVIDER | $36,000 | — | $36,000 |
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | $35,750 | — | $35,750 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OP — SERVICE PROVIDER
- CARON BLETZER, PLLC — SERVICE PROVIDER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $758,545
- Estimated Expense Ratio: 0.047% 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 | $2,385,475 | $764,376 | $1,589,699 | — | — |