Plan Snapshot
- Plan Sponsor: Cslb Holdings INC.
- Sponsor EIN: 800120293
- Sponsor Address: 1020 FIRST AVE, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 19,635
- Total Assets: $1.2B
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 | 19,635 | $1.2B | $70.3M | $77.2M |
| 2023 | 18,666 | $1.0B | $62.8M | $68.7M |
| 2022 | 21,882 | $784.7M | $55.7M | $59.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $597,628 | — | $597,628 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $195,850 | — | $195,850 |
| ERNST AND YOUNG LLP | ACCOUNTANT/AUDITOR | $5,000 | — | $5,000 |
| DELOITTE & TOUCHE | Auditor | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ERNST AND YOUNG LLP — ACCOUNTANT/AUDITOR
- DELOITTE & TOUCHE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $803,478
- Estimated Expense Ratio: 0.067% 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 | $802,969 | $597,628 | $3,300 | $5,000 | — |
| 2023 | $1,072,304 | $465,358 | $1,800 | — | — |
| 2022 | $893,604 | $373,883 | — | — | — |