Lauren Parsley signed CSP Management, Inc. DBA Partner Solutions for Schools' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSP Management, Inc. DBA Partner Solutions for Schools' EIN is 20-1257602.
Download the official 2024 Form 5500 (PDF) for CSP Management, Inc. DBA Partner Solutions for Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSP Management, Inc. DBA Partner Solutions for Schools' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $203K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC | 39-6037917 | — | INVESTMENT ADVISORY PLAN | $144K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $19K | — |
