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Original filing (PDF)20251007051940NAL0004363105001
CSDVRS, LLC
Form 5500
FILING_RECEIVED
CSDVRS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
281
Accounts w/ balance
361
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSDVRS, LLC.
Plan sponsor
Name
CSDVRS, LLC
EIN
20-5985901
Address
13620 NORTH FM 620 · BLDG. C SUITE 100 · AUSTIN, TX · 78717
Phone
(512) 253-2364
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $72K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FNCL GRP INSUR. AGENCY, | 90-0138117 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
23 direct securities · 3 pooled funds· $18.0M(98% 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.
Registered Investment Companies
$17.1M
23 holdings
Common Collective Trust
$903K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.9M | 21.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.0M | 10.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.6M | 8.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.4M | 7.6% | |
| FIDELITY GROWTH COMPANY K6 | Registered Investment Companies | — | — | $1.2M | 6.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $762K | 4.2% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $676K | 3.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $630K | 3.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $562K | 3.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $537K | 2.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $537K | 2.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $503K | 2.7% | |
| FED MTD SM CAP GROWTH R6 | Registered Investment Companies | — | — | $475K | 2.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $447K | 2.4% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $395K | 2.2% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $352K | 1.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $317K | 1.7% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $316K | 1.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $312K | 1.7% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $304K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $282K | 1.5% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $238K | 1.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $156K | 0.9% | |
| NUVEEN REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $138K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $47K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $11K | <0.1% |
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