Plan Snapshot
- Plan Sponsor: Csm Companies, INC
- Sponsor EIN: 391302058
- Sponsor Address: P.O. BOX 14200, MADISON, WI, 537080200
- Plan Type: 401(k)
- Total Participants: 1,046
- Total Assets: $61.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,046 | $61.4M | $1.7M | $5.3M |
| 2023 | 928 | $55.8M | $1.7M | $5.0M |
| 2022 | 881 | $45.8M | $1.4M | $4.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $84,340 | — | $84,340 |
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $48,000 | — | $48,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $16,507 | — | $16,507 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,847
- Estimated Expense Ratio: 0.242% 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 | $148,847 | $64,507 | — | — | — |
| 2023 | $141,008 | $57,431 | $600 | — | — |
| 2022 | $137,955 | $5,865 | — | — | — |