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Original filing (PDF)20250911092543NAL0000328801001
CSI SUPPORT & DEVELOPMENT SERVICES
Form 5500
FILING_RECEIVED
CSI SUPPORT & DEVELOPMENT SERVICES 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
275
Accounts w/ balance
298
Plan assets (EOY)
$32.1M
Net assets (EOY)
$32.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSI SUPPORT & DEVELOPMENT SERVICES.
Plan sponsor
Name
CSI SUPPORT & DEVELOPMENT SERVICES
EIN
20-1935580
Address
8425 E. TWELVE MILE RD. · WARREN, MI · 48093
Phone
(586) 753-9002
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DAUBY O'CONNOR & ZALESKI, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
32 direct securities · 1 pooled fund· $33.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$32.1M
32 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 155,676.407 units | — | — | — | $4.8M | 15.1% | |
| Fidelity Mid Cap Stock K 62,072.974 units | — | — | — | $2.6M | 8.2% | |
| JPMorgan Equity JUEAX R5 101,758.765 units | — | — | — | $2.5M | 7.9% | |
| Fidelity Freedom 2035 K 141,103.038 units | — | — | — | $2.2M | 6.9% | |
| Fidelity Freedom 2045 K 160,305.457 units | — | — | — | $2.2M | 6.7% | |
| Fidelity Freedom 2030 K 98,289.865 units | — | — | — | $1.7M | 5.4% | |
| Fidelity Freedom 2040 K 122,515.700 units | — | — | — | $1.4M | 4.4% | |
| Fidelity Spartan Total Market Index 8,552.577 units | — | — | — | $1.4M | 4.3% | |
| Fidelity Managed Income Portfolio 1,361,861.940 units | — | — | — | $1.4M | 4.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 4.0% | |
| Fidelity International Index 25,237.932 units | — | — | — | $1.2M | 3.7% | |
| Fidelity Freedom 2025 K 84,935.288 units | — | — | — | $1.2M | 3.6% | |
| Fidelity Spartan US Bond Index 109,325.380 units | — | — | — | $1.1M | 3.5% | |
| Fidelity Puritan K 40,856.996 units | — | — | — | $1.0M | 3.2% | |
| Fidelity Low Priced Stock K 21,573.228 units | — | — | — | $878K | 2.7% | |
| MFS Value R4 17,013.715 units | — | — | — | $823K | 2.6% | |
| Fidelity Freedom 2050 K 58,622.780 units | — | — | — | $800K | 2.5% | |
| Fidelity Freedom 2055 K 35,652.125 units | — | — | — | $564K | 1.8% | |
| Fidelity Diversified International K 13,016.795 units | — | — | — | $547K | 1.7% | |
| Notes receivable from participants Various maturity dates, 5.25%-10.50% $0 | — | — | — | $539K | 1.7% | |
| Fidelity Total Bond 56,424.664 units | — | — | — | $530K | 1.7% | |
| Loomis Small Cap Growth 21,268.922 units | — | — | — | $530K | 1.7% | |
| JPMorgan Equity Income Fund Class R6 18,648.062 units | — | — | — | $446K | 1.4% | |
| Fidelity Government Income 38,363.777 units | — | — | — | $345K | 1.1% | |
| Fidelity Freedom 2060 K 16,774.290 units | — | — | — | $243K | 0.8% | |
| Wells Fargo Mid Cap Value 4,894.517 units | — | — | — | $234K | 0.7% | |
| Fidelity Freedom 2020 K 15,795.683 units | — | — | — | $227K | 0.7% | |
| Fidelity Freedom 2010 K 15,435.656 units | — | — | — | $215K | 0.7% | |
| Wells Fargo Small Cap Value 4,263.753 units | — | — | — | $172K | 0.5% | |
| Fidelity Freedom 2065 K 8,878.580 units | — | — | — | $117K | 0.4% | |
| John Hancock Disciplined Value 5,481.362 units | — | — | — | $71K | 0.2% | |
| Fidelity Freedom 2015 K 5,467.406 units | — | — | — | $62K | 0.2% | |
| Fidelity Freedom Income K 3,813.509 units | — | — | — | $40K | 0.1% |
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