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Original filing (PDF)20251008140940NAL0003068163001
CSA CENTRAL, INC.
Form 5500
FILING_RECEIVED
CSA GROUP 401(K) RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Active participants
195
Accounts w/ balance
248
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
38 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
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSA CENTRAL, INC..
Plan sponsor
Name
CSA CENTRAL, INC.
EIN
31-1446286
Address
8200 N.W. 41ST STREET, SUITE 305 · DORAL, FL · 33166
Phone
(787) 641-6800
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RODRIGUEZ - SANABRIA & CO., CPA PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION SERVICES, INC. | 65-0153816 | — | TPA | $750 | — |
Investments
38 direct securities· $17.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amerjcan century ultra i | — | — | — | $2.5M | 13.7% | |
| Ishares s&p 500 index k | — | — | — | $1.7M | 9.8% | |
| Vanguard target retirement 2025 Inv | — | — | — | $1.7M | 9.4% | |
| Key Guaranteed Portfolio Fund, at contract value | — | — | — | $1.5M | 8.3% | |
| Vanguard target retirement 2020 Inv | — | — | — | $1.1M | 6.1% | |
| Amerjcan funds washington mutual r6 | — | — | — | $1.1M | 6.0% | |
| Massmutual 60/40 allocation I | — | — | — | $841K | 4.7% | |
| Fidelity advisor Internationalk cap app z | — | — | — | $793K | 4.4% | |
| Massmutual mid cap growth I | — | — | — | $614K | 3.4% | |
| Amerjcan funds bond fund of amer r6 | — | — | — | $527K | 2.9% | |
| Vanguard target retirement 2040 Inv | — | — | — | $475K | 2.7% | |
| Vanguard target retirement 2050 Inv | — | — | — | $400K | 2.2% | |
| Vanguard target retirement 2030 Inv | — | — | — | $379K | 2.1% | |
| Vanguard small cap index adm | — | — | — | $375K | 2.1% | |
| Victory sycamore established value r6 | — | — | — | $359K | 2.0% | |
| Pimco income instl mutual funds | — | — | — | $339K | 1.9% | |
| Vanguard target retirement 2045 Inv | — | — | — | $336K | 1.9% | |
| Dfa us targeted value i | — | — | — | $335K | 1.9% | |
| Nuveen international equity index r6 | — | — | — | $335K | 1.9% | |
| Vanguard target retirement 2035 Inv | — | — | — | $267K | 1.5% | |
| Vanguard target retirement income inv | — | — | — | $217K | 1.2% | |
| Participant loans | — | — | — | $209K | 1.2% | |
| Ishares u.s. aggregate bond index k | — | — | — | $207K | 1.2% | |
| American funds new world r6 | — | — | — | $201K | 1.1% | |
| Nuveen small cap growth opp I | — | — | — | $188K | 1.0% | |
| Massmutual 20/80 allocation I | — | — | — | $147K | 0.8% | |
| Vanguard target retirement 2055 Inv | — | — | — | $142K | 0.8% | |
| Nuveen real estate securjties select r6 | — | — | — | $133K | 0.7% | |
| American funds american balanced r6 | — | — | — | $105K | 0.6% | |
| Massmutual 80/20 allocation I | — | — | — | $101K | 0.6% | |
| Massmutual 40/60 allocation I | — | — | — | $70K | 0.4% | |
| Blackrock energy opportunities inst | — | — | — | $63K | 0.4% | |
| Vanguard target retirement 2060 Inv | — | — | — | $62K | 0.3% | |
| Dodge & cox gllobal bond -1 | — | — | — | $56K | 0.3% | |
| American beacon intl equity r5 | — | — | — | $40K | 0.2% | |
| Forfeitures | — | — | — | $17K | <0.1% | |
| Massmutual high yield I | — | — | — | $13K | <0.1% | |
| Invesco intermediate bond factor r6 | — | — | — | $12K | <0.1% |
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