CSAT Solutions LP's EIN is 13-4189492.
Download the official 2024 Form 5500 (PDF) for CSAT Solutions LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSAT Solutions LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $15.1M | 98.2% |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISORY | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA RETIREMENT PLANS | 68-0414789 | WALNUT CREEK, CA | THIRD PARTY ADMIN. | $43K | — |
