Plan Snapshot
- Plan Sponsor: Csmi, LLC
- Sponsor EIN: 263410956
- Sponsor Address: 419 AVENUE OF THE STATES SUITE 100, CHESTER, PA, 19013
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $3.3M
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 | 20 | $3.3M | $55,435 | $261,059 |
| 2023 | 23 | $2.8M | $63,359 | $273,431 |
| 2022 | 24 | $2.2M | $51,874 | $266,360 |