# Csm Companies, INC 401(k) Plan
Source: https://planprovider.pro/companies/csm-companies-inc-401k-plan

> Csm Companies, INC's 401(k) plan: 1,046 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/csm-companies-inc-401k-plan)

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