How big is CSFC Management Company, LLC's plan?

CSFC Management Company, LLC's plan reported $18.6M in assets and 35 participants for 2024.

Original filing (PDF)20250520065934NAL0001762339001

CSFC Management Company, LLC

Name: CSFC Management Company, LLC — CSFC Management, Form 5500 (2024)
Creator: CSFC Management Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CSFC Management Company, LLC Retirement Plan

401(k) retirement plan · CSFC Management Company, LLC's CSFC Management Company, LLC Retirement Plan held $18.6M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

People on this filing

Craig Segars signed CSFC Management Company, LLC's 2024 Form 5500 as plan administrator.

Craig Segars — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CSFC Management Company, LLC's EIN is 27-3847640.

EIN 27-3847640

Plan number 001

Plan year 2024

ACK ID 20250520065934NAL0001762339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CSFC Management Company, 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 CSFC MANAGEMENT COMPANY, LLC.

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Plan health score

Top-tier plan health

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

Helping the score