Original filing (PDF)20251009155915NAL0003734259001

COURT SQUARE CAPITAL MANAGEMENT, L.

Name: COURT SQUARE CAPITAL MANAGEMENT, L. — COURT SQUARE CAPITAL MANAGEMENT, L. P, 401(K) PLAN, Form 5500 (2024)
Creator: COURT SQUARE CAPITAL MANAGEMENT, L.

Form 5500-SF

FILING_RECEIVED

COURT SQUARE CAPITAL MANAGEMENT, L. P, 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38.1M

Net assets (EOY)

$38.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COURT SQUARE CAPITAL MANAGEMENT, L..

Plan sponsor

Name

COURT SQUARE CAPITAL MANAGEMENT, L.

EIN

20-4645865

Address

299 PARK AVENUE · 35TH FLOOR · NEW YORK, NY · 10171

Phone

(212) 752-6772

Industry

Finance & Insurancesee all

Plan administrator

Name

NPPG FIDUCIARY SERVICES, LLC

EIN

30-0835405

City

SHREWSBURY, NJ

Phone

(732) 758-1577

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BREGAL INVESTMENTS INC.

BREGAL INVESTMENTS, INC. 401(K) PLAN

$38.1M · 91 participants

MODERA WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN

$38.0M · 215 participants

KENNEDY CAPITAL MANAGEMENT LLC

KENNEDY CAPITAL MANAGEMENT LLC 401(K) PLAN

$38.0M · 53 participants

MARATHON ASSET MANAGEMENT, LP

MARATHON ASSET MANAGEMENT, LP 401(K) PLAN

$37.9M · 160 participants

ZACKS INVESTMENT RESEARCH, INC.

ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN