Plan Snapshot
- Plan Sponsor: The Csi Companies, INC.
- Sponsor EIN: 593270426
- Sponsor Address: 7720 BAYMEADOWS RD. E., JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 1,959
- Total Assets: $24.6M
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 | 1,959 | $24.6M | $640,219 | $5.2M |
| 2023 | 2,147 | $20.9M | $386,401 | $3.4M |
| 2022 | 3,310 | $17.0M | $722,437 | $3.3M |
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 |
|---|---|---|---|---|
| ENNIS, PELLUM, & ASSOCIATES, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS, PELLUM, & ASSOCIATES, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $218,212 | — | $218,212 | — | — |
| 2023 | $100,340 | — | $100,340 | — | — |
| 2022 | $83,278 | — | $83,278 | — | — |