How big is The CSM Group, Inc.'s plan?

The CSM Group, Inc.'s plan reported $21.7M in assets and 162 participants for 2024.

Original filing (PDF)20251006095152NAL0006157040001

The CSM Group, Inc.

Name: The CSM Group, Inc. — The CSM Group, Inc. Savings, Form 5500 (2024)
Creator: The CSM Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The CSM Group, Inc. Savings Plan

401(k) retirement plan · The CSM Group, Inc.'s The CSM Group, Inc. Savings Plan held $21.7M in plan assets for 162 participants in 2024.

Active participants

162

Accounts w/ balance

228

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

Plan identifiers

The CSM Group, Inc.'s EIN is 38-2472025.

EIN 38-2472025

Plan number 001

Plan year 2024

ACK ID 20251006095152NAL0006157040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The CSM Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The CSM Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

69 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

THE CSM GROUP, INC.

EIN

all filings

Address

600 E MICHIGAN, SUITE A · KALAMAZOO, MI · 49007

Phone

(269) 746-5600

Industry

Construction

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PLANTE MORAN

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

69 direct securities· $21.7M(100% of reported assets)

Other securities

$12.1M

31 holdings

Common Collective Trusts

$4.8M

2 holdings

Mutual Funds

$4.1M

9 holdings

Common Stocks

$289K

24 holdings

Cash / Money Market

$239K

1 holding

U.S. Treasuries

$33K

1 holding

Bonds / Notes

$17K

1 holding

					% of plan
Vanguard 500 Index Admiral Share	Common Collective Trusts	—	—	$3.4M	15.7%
T. Rowe Price Retirement I 2040 Fund	Other securities	—	—	$2.3M	10.6%
T. Rowe Price Retirement I 2050 Fund	Other securities	—	—	$1.6M	7.5%
T. Rowe Price Retirement I 2045 Fund	Other securities	—	—	$1.5M	6.8%
iShares Core S&P 500 Index	Common Collective Trusts	—	—	$1.4M	6.5%
Vanguard Total Bond Market Admiral Shares	Mutual Funds	—	—	$974K	4.5%
T. Rowe Price Retirement I 2060 Fund	Other securities	—	—	$887K	4.1%
William Blair Large Cap Growth R6	Other securities	—	—	$775K	3.6%
T. Rowe Price Retirement I 2020 Fund	Other securities	—	—	$734K	3.4%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$700K	3.2%
Vanguard Smallcap Index Admiral Shares	Mutual Funds	—	—	$642K	3.0%
T. Rowe Price Retirement I 2030 Fund	Other securities	—	—	$580K	2.7%
Greenleaf Trust BlackRock Equity Dividend Fund K	Other securities	—	—	$567K	2.6%
Vanguard Short Term Investment Grade Fund Adm	Mutual Funds	—	—	$533K	2.5%
Vanguard Midcap Index Admiral Shares	Mutual Funds	—	—	$506K	2.3%
T. Rowe Price Midcap Value Fund I Class	Other securities	—	—	$380K	1.8%
Vanguard Intermediate Term Treasury Admiral	Mutual Funds	—	—	$334K	1.5%
Wasatch Core Growth Institutional	Other securities	—	—	$321K	1.5%
T. Rowe Price Midcap Growth	Other securities	—	—	$310K	1.4%
Vanguard Short Term Corp Bond Index Admiral	Mutual Funds	—	—	$296K	1.4%
Hartford International Opportunity R6	Other securities	—	—	$257K	1.2%
T. Rowe Price Spectrum Conserv Alloc Fund - I Class	Other securities	—	—	$240K	1.1%
Greenleaf Trust Money market fund - Northern Institutional Treasury Portfolio	Cash / Money Market	—	—	$239K	1.1%
iShares Core S&P Midcap 400 Index	Other securities	—	—	$182K	0.8%
iShares Core MSCI EAFE ETF	Other securities	—	—	$178K	0.8%
Macquarie Emerging Markets Fund R6	Other securities	—	—	$151K	0.7%
T Rowe Price Retirement I 2025 Fund	Mutual Funds	—	—	$139K	0.6%
Pear Tree Polaris Foreign Value Fund R6	Other securities	—	—	$133K	0.6%
WCM Focused International Growth Fund	Other securities	—	—	$133K	0.6%
T. Rowe Price Retirement 2035	Other securities	—	—	$132K	0.6%
T. Rowe Price Emerging Mkts Discv Stock Fund I	Other securities	—	—	$114K	0.5%
iShares Core S&P Smallcap 600 Index	Other securities	—	—	$109K	0.5%
Hartford Dividend and Growth Fund F	Other securities	—	—	$104K	0.5%
Sterling Capital Equity Income Fund Cl I	Other securities	—	—	$103K	0.5%
Touchstone Sands Cap Growth Fund	Other securities	—	—	$102K	0.5%
Virtus AlphaSimplex Managed Futures R6	Other securities	—	—	$60K	0.3%
T. Rowe Price Retirement Balanced I Fund	Other securities	—	—	$47K	0.2%
T. Rowe Price Retirement 2055	Other securities	—	—	$36K	0.2%
Delaware Small Cap Value R6	Other securities	—	—	$35K	0.2%
iShares 7-10 Year Treasury Bond ETF	U.S. Treasuries	—	—	$33K	0.2%
Amazon.com Inc	Common Stocks	—	—	$28K	0.1%
Visa Inc - Class A	Common Stocks	—	—	$28K	0.1%
T. Rowe Price Retirement 2065	Other securities	—	—	$25K	0.1%
Vanguard S/T Inflation Protected Sec Admiral	Mutual Funds	—	—	$25K	0.1%
Alphabet Inc. Cl C	Common Stocks	—	—	$21K	<0.1%
Berkshire Hathaway Cl B	Common Stocks	—	—	$21K	<0.1%
iShares Convertible Bond ETF	Other securities	—	—	$21K	<0.1%
iShares Preferred & Income Securities ETF	Other securities	—	—	$20K	<0.1%
American Tower Corporation	Common Stocks	—	—	$20K	<0.1%
T. Rowe Price Institutional Floating Rate Fund	Bonds / Notes	—	—	$17K	<0.1%