Original filing (PDF)20251009103837NAL0003825075001

Civil Service Employees Association, Inc.

Name: Civil Service Employees Association, Inc. — Form 5500 Plan 002 (2024)
Creator: Civil Service Employees Association, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Civil Service Employees Association Employees' Salary Savings Plan

401(k) retirement plan · Civil Service Employees Association, Inc.'s Civil Service Employees Association Employees' Salary Savings Plan held $28.5M in plan assets for 411 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

16% employer stock

Active participants

411

Accounts w/ balance

242

Plan assets (EOY)

$28.5M

Net assets (EOY)

$28.5M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIVIL SERVICE EMPLOYEES ASSOCIATION, INC..

Plan sponsor

Name

CIVIL SERVICE EMPLOYEES ASSOCIATION, INC.

EIN

14-0479613all filings

Address

143 WASHINGTON AVENUE · ALBANY, NY · 12210

Phone

(518) 457-2487

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS INC	06-1397347	—	ADVISOR	$11K	—

Investments

34 direct securities· $28.5M(100% of reported assets)

Mutual Funds

$14.0M

19 holdings

Common Collective Trusts

$5.1M

3 holdings

Common Stocks

$4.6M

3 holdings

Other securities

$4.4M

7 holdings

Cash / Money Market

$384K

2 holdings

					% of plan
FID 500 INDEX	Common Collective Trusts	23,382.469	$4.5M	$4.8M	16.8%
EMP GUARANTEED INC	Common Stocks	31,283.158	$4.3M	$4.4M	15.4%
JPM LG CAP GROWTH R6	Other securities	31,169.799	$2.5M	$2.6M	9.2%
FID FREEDOM 2035 K6	Mutual Funds	161,829.772	$2.5M	$2.5M	8.9%
FID FREEDOM 2010 K6	Mutual Funds	144,387.39	$2.0M	$2.0M	7.0%
FID FREEDOM 2030 K6	Mutual Funds	108,755.748	$1.9M	$1.9M	6.7%
FID FREEDOM 2040 K6	Mutual Funds	156,250.154	$1.8M	$1.8M	6.3%
FID FREEDOM 2015 K6	Mutual Funds	97,165.561	$1.1M	$1.1M	3.9%
FID FREEDOM 2025 K6	Mutual Funds	78,358.808	$1.1M	$1.1M	3.7%
JH DISCPL VALUE R6	Other securities	38,868.567	$957K	$875K	3.1%
FID FREEDOM 2050 K6	Mutual Funds	50,526.157	$681K	$688K	2.4%
FID INTL INDEX	Mutual Funds	12,212.077	$611K	$581K	2.0%
FID FREEDOM 2045 K6	Mutual Funds	37,355.034	$496K	$501K	1.8%
DODGE & COX INCOME I	Mutual Funds	38,441.329	$488K	$476K	1.7%
MFS MID CAP VALUE R6	Mutual Funds	13,260.754	$453K	$422K	1.5%
CASH	Cash / Money Market	—	$383K	$383K	1.3%
OUTSTANDING LOAN BALANCE	Other securities	—	—	$357K	1.3%
FID FREEDOM 2020 K6	Mutual Funds	24,775.985	$359K	$354K	1.2%
MGL SM CAP CORE R6	Other securities	9,394.897	$262K	$286K	1.0%
FID EXTD MKT IDX	Common Collective Trusts	2,946.071	$241K	$268K	0.9%
FID FREEDOM 2055 K6	Mutual Funds	13,052.001	$205K	$206K	0.7%
FIDELITY FUND	Mutual Funds	—	$195K	$192K	0.7%
MFS INTL DIVRSN R6	Mutual Funds	6,647.071	$157K	$152K	0.5%
MGL MD CP GRTH R6	Other securities	5,072.431	$160K	$151K	0.5%
PIONEER STRAT INC K	Common Stocks	14,082.763	$137K	$133K	0.5%
COHEN & STEERS RLTY	Other securities	1,949.677	$130K	$128K	0.5%
FID US BOND IDX	Common Collective Trusts	4,685.93	$48K	$48K	0.2%
COMMON STOCK	Common Stocks	—	$129K	$47K	0.2%
FID FREEDOM INC K6	Mutual Funds	2,972.7	$31K	$31K	0.1%
FID FREEDOM 2060 K6	Mutual Funds	1,245.098	$18K	$18K	<0.1%
FID FREEDOM 2065 K6	Mutual Funds	807.652	$11K	$11K	<0.1%
EXTERNAL FUND	Other securities	—	$5K	$4K	<0.1%
NON INTEREST BEARING CASH	Cash / Money Market	—	—	$1K	<0.1%
FID GOVT MMKT K6	Mutual Funds	319.22	$319	$319	<0.1%