How big is CSG Investments, LLC's plan?

CSG Investments, LLC's plan reported $1.4M in assets and 24 participants for 2024.

Original filing (PDF)20250910220639NAL0013401587001

CSG Investments, LLC

Name: CSG Investments, LLC — Key Discovery 401(k) Plan, Form 5500 (2024)
Creator: CSG Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Key Discovery 401(k) Plan

401(k) retirement plan · CSG Investments, LLC's Key Discovery 401(k) Plan held $1.4M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

CSG Investments, LLC's EIN is 26-2053106.

EIN 26-2053106

Plan number 001

Plan year 2024

ACK ID 20250910220639NAL0013401587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CSG Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CSG Investments, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CSG INVESTMENTS, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off