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Original filing (PDF)20251013153132NAL0000769443001
CSAA INSURANCE SERVICES, INC.
Form 5500
FILING_RECEIVED
CSAA INSURANCE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,824
Accounts w/ balance
5,007
Plan assets (EOY)
$872.3M
Net assets (EOY)
$872.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSAA INSURANCE SERVICES, INC..
Plan sponsor
Name
CSAA INSURANCE SERVICES, INC.
EIN
46-4417209
Address
3055 OAK RD · WALNUT CREEK, CA · 94597
Phone
(925) 279-4745
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $324K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
7 direct securities · 13 pooled funds· $866.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$681.2M
13 holdings
Uncategorized
$184.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $173.0M | 19.8% | |
| SSGA TARGET RETIRE 2030 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 466 | Common Collective Trust | — | — | $102.4M | 11.7% | |
| SSGA TARGET RETIRE 2035 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 467 | Common Collective Trust | — | — | $75.4M | 8.6% | |
| SSGA TARGET RETIRE 2045 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 469 | Common Collective Trust | — | — | $62.5M | 7.2% | |
| SSGA TARGET RETIRE 2040 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 468 | Common Collective Trust | — | — | $59.5M | 6.8% | |
| SSGA TARGET RETIRE 2025 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 465 | Common Collective Trust | — | — | $55.7M | 6.4% | |
| SSGA TARGET RETIRE 2050 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 470 | Common Collective Trust | — | — | $50.4M | 5.8% | |
| VARIOUS SELF DIRECTED BROKERAGE | — | — | — | $46.5M | 5.3% | |
| DFA INVESTMENT DIMENSIONS DFA US SMALL CAP I | — | — | — | $39.4M | 4.5% | |
| FIDELITY INVESTMENTS FID ADV DIVS INTL Z | — | — | — | $34.2M | 3.9% | |
| BLACKROCK SHRT TERM INV FUND W BLACKROCK INST TRUST CO · EIN 16-1673805 / PN 001 | Common Collective Trust | — | — | $32.2M | 3.7% | |
| BAIRD FUNDS, INC. BAIRD CORE PL BOND | — | — | — | $28.2M | 3.2% | |
| SSGA TARGET RETIRE 2055 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 471 | Common Collective Trust | — | — | $26.0M | 3.0% | |
| SSGA TARGET RETIRE 2020 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 464 | Common Collective Trust | — | — | $19.8M | 2.3% | |
| VANGUARD SHORT TERM IFL | — | — | — | $16.6M | 1.9% | |
| Maturing at various dates between 1 * Notes receivable from participants to 10 years; interest rates between | — | — | — | $10.1M | 1.2% | |
| SSGA FUNDS SS TGT RET INC NL SER W | — | — | — | $10.0M | 1.1% | |
| SSGA TARGET RETIRE INCOME W FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 473 | Common Collective Trust | — | — | $10.0M | 1.1% | |
| SSGA TARGET RETIRE 2060 W FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 472 | Common Collective Trust | — | — | $9.6M | 1.1% | |
| SSGA TARGET RETIRE 2065 W FUND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 031 | Common Collective Trust | — | — | $4.7M | 0.5% |
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