Plan Snapshot
- Plan Sponsor: The Csm Group, INC.
- Sponsor EIN: 382472025
- Sponsor Address: 600 E MICHIGAN, SUITE A, KALAMAZOO, MI, 49007
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 227
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 227 | $25.3M | $0 | $0 |
| 2024 | 162 | $21.7M | $480,695 | $1.6M |
| 2023 | 168 | $19.3M | $445,819 | $1.6M |
| 2022 | 145 | $15.4M | $433,369 | $1.5M |
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 |
|---|---|---|---|---|
| PLANTE MORAN | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $2,001,418 | $48,227 | — | — | — |
| 2024 | $62,968 | — | — | — | — |
| 2023 | $47,801 | $17,836 | — | — | — |
| 2022 | $38,810 | — | $38,810 | — | — |