Plan Snapshot
- Plan Sponsor: Csp Management, INC. Dba Partner Solutions For Schools
- Sponsor EIN: 201257602
- Sponsor Address: 869 S. OLD US 23, SUITE 500, BRIGHTON, MI, 48114
- Plan Type: 401(k)
- Total Participants: 2,093
- Total Assets: $63.7M
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 | 2,093 | $63.7M | $4.4M | $4.9M |
| 2023 | 2,056 | $52.2M | $3.3M | $4.4M |
| 2022 | 1,940 | $41.4M | $3.8M | $3.9M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $18,750 | — | $18,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,750
- Estimated Expense Ratio: 0.029% 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 | $349,061 | $145,162 | — | $18,750 | — |
| 2023 | $306,042 | $140,155 | — | $16,750 | — |
| 2022 | $238,644 | $101,122 | — | — | $14,750 |