Plan Snapshot
- Plan Sponsor: Csm Corporation
- Sponsor EIN: 411320338
- Sponsor Address: 500 WASHINGTON AVE., SUITE 3000, MINNEAPOLIS, MN, 554151151
- Plan Type: 401(k)
- Total Participants: 1,521
- Total Assets: $39.9M
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 | 1,521 | $39.9M | $1.2M | $2.6M |
| 2023 | 1,519 | $34.3M | $1.1M | $2.3M |
| 2022 | 1,389 | $29.9M | $962,113 | $1.9M |
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 |
|---|---|---|---|---|
| EISNERAMPER | Auditor | $17,535 | — | $17,535 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,535
- Estimated Expense Ratio: 0.044% 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 | $142,328 | $33,000 | — | $17,535 | — |
| 2023 | $127,130 | $33,000 | — | — | — |
| 2022 | $134,231 | — | — | — | $134,231 |