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

> Csi Usa INC.'s 401(k) plan: 12,475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — SERVICE PROVIDER

- [CARON BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — SERVICE PROVIDER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|

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