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Original filing (PDF)20250915050543NAL0000523859001
CSG GOVERNMENT SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CSG 401(K) PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
298
Plan assets (EOY)
$31.8M
Net assets (EOY)
$31.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSG GOVERNMENT SOLUTIONS, INC..
Plan sponsor
Name
CSG GOVERNMENT SOLUTIONS, INC.
EIN
36-4150867
Address
180 N STETSON AVE · SUITE 3200 · CHICAGO, IL · 60601
Phone
(312) 423-2103
Industry
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
2025-09-15
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $68K | — |
Investments
29 direct securities· $31.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $3.0M | 9.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $2.7M | 8.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 7.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 6.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 5.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.6M | 5.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.6M | 4.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 4.9% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $1.6M | 4.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 4.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.1M | 3.6% | |
| AMF AMCAP R6 | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $1.0M | 3.2% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $987K | 3.1% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $783K | 2.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $770K | 2.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $744K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $714K | 2.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $612K | 1.9% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $594K | 1.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $560K | 1.8% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $525K | 1.7% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $501K | 1.6% | |
| BR STRATEGIC INC OPPS K | Registered Investment Companies | — | — | $492K | 1.5% | |
| AMC EQUITY INCOME FUND - R6 | Registered Investment Companies | — | — | $457K | 1.4% | |
| AMF RET INC PORT - CONS - R6 | Registered Investment Companies | — | — | $374K | 1.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $327K | 1.0% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $278K | 0.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $233K | 0.7% |
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