# The Csm Group, INC. DC Plan
Source: https://planprovider.pro/companies/the-csm-group-inc-plan-001

> The Csm Group, INC.'s DC plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Csm Group, INC.

- **Sponsor EIN:** 382472025

- **Sponsor Address:** 600 E MICHIGAN, SUITE A, KALAMAZOO, MI, 49007

- **Plan Type:** DC

- **Total Participants:** 162

- **Total Assets:** $21.7M

## 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.|

| 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|

| 2024|$62,968|—|—|—|—|

| 2023|$47,801|$17,836|—|—|—|

| 2022|$38,810|—|$38,810|—|—|

## Similar Plans

- [Ev Construction Co](https://planprovider.pro/companies/ev-construction-co-401k-plan) — 171 participants

- [The Colasanti Group, INC.](https://planprovider.pro/companies/the-colasanti-group-inc-401k-plan) — 140 participants

- [Commercial Contracting Corporation](https://planprovider.pro/companies/commercial-contracting-corporation-401k-plan) — 186 participants

- [Kasco, LLC](https://planprovider.pro/companies/kasco-llc-401k-plan) — 133 participants

- [Bouma Group, INC.](https://planprovider.pro/companies/bouma-group-inc-401k-plan) — 194 participants

- [Wcc Acquisition, LLC](https://planprovider.pro/companies/wcc-acquisition-llc-401k-plan) — 121 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-csm-group-inc-plan-001)

© 2026 PlanProvider.Pro