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Original filing (PDF)20251013233111NAL0000985411001
CS DISCO, INC.
Form 5500
FILING_RECEIVED
CS DISCO, INC. RETIREMENT TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
407
Accounts w/ balance
730
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CS DISCO, INC..
Plan sponsor
Name
CS DISCO, INC.
EIN
46-4254444
Address
111 CONGRESS AVE, SUITE 900 · AUSTIN, TX · 78701
Phone
(512) 234-3949
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAUER & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $146K | — |
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $77.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$39.3M
27 holdings
Pooled Separate Account
$37.4M
1 holding
Guaranteed Income / GIC
$491K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $37.4M | 98.6% | |
| Vanguard 500 Index Fund Adm | — | — | — | $8.2M | 21.5% | |
| BlackRock LifePath Ind 2050 Fd K | — | — | — | $4.8M | 12.6% | |
| Similar Party of Interest, Collateral, Par of Maturity Value Cost Current Value Mutual Funds BlackRock LifePath Ind 2045 Fd K | — | — | — | $4.6M | 12.1% | |
| BlackRock LifePath Ind 2055 Fd K | — | — | — | $3.8M | 9.9% | |
| BlackRock LifePath Ind 2040 Fd K | — | — | — | $2.9M | 7.6% | |
| BlackRock LifePath Ind 2060 Fd K | — | — | — | $2.1M | 5.6% | |
| Large Cap Value Fund Large Cap Value Fund III I1 | — | — | — | $1.9M | 5.1% | |
| BlackRock LifePath Ind 2035 Fd K | — | — | — | $1.6M | 4.3% | |
| BlkRck LifePath Ind 2065 Fd K Registered Investment Company | — | — | — | $1.2M | 3.2% | |
| Vangrd Tot Int Stk In F Adm Registered Investment Company | — | — | — | $1.1M | 2.9% | |
| Vanguard Total Intl Stk Index Fd Adm | — | — | — | $1.1M | 2.9% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $1.0M | 2.7% | |
| BlackRock LifePath Ind 2030 Fd K | — | — | — | $810K | 2.1% | |
| Vanguard Small-Cap Index Fund Adm | — | — | — | $768K | 2.0% | |
| Vanguard Total Bnd Mrkt Ind F Adm | — | — | — | $725K | 1.9% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $725K | 1.9% | |
| BlackRock LifePath Ind Ret Fd K | — | — | — | $633K | 1.7% | |
| s * Voya Fixed Account | Guaranteed Income / GIC | — | — | $491K | 1.3% | |
| Large Cap Value Fund Large Cap Value Fund I1 | — | — | — | $350K | 0.9% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $213K | 0.6% | |
| Common Collective Trusts International Stock Fund International Stock Fund I1 | — | — | — | $175K | 0.5% | |
| Fidelity Adv Small Cap Value Fd Z | — | — | — | $173K | 0.5% | |
| DFA Real Estate Securities Port Inst | — | — | — | $115K | 0.3% | |
| DFA Commodity Strategy Port Inst | — | — | — | $108K | 0.3% | |
| Small Cap Growth Fund Small Cap Growth Fund II I1 | — | — | — | $57K | 0.2% | |
| Notes receivable from participants Interest rates of 9.50% | — | — | — | $43K | 0.1% | |
| LOAN FUND Participant Loans - Rates 9.00% to 9.50% | — | — | — | $43K | 0.1% | |
| Voya Gov Money Mkt Fnd A | — | — | — | $25K | <0.1% |
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