Original filing (PDF)20251015051603NAL0003845073001

CS AGENCY, LLC

Name: CS AGENCY, LLC — CS AGENCY, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: CS AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

CS AGENCY, LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CS AGENCY, LLC.

Plan sponsor

Name

CS AGENCY, LLC

EIN

47-4000561

Address

5 COWBOYS WAY, STE. 300 · FRISCO, TX · 75034

Phone

(469) 965-7701

Industry

Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

INCITE INFORMATICS, LLC

INCITE INFORMATICS CASH BALANCE PLAN

$548K · 5 participants

RED HAMMER, LLLP

RED HAMMER CASH BALANCE PLAN

$547K · 1 participants

NETEXPAT INC

NETEXPAT INC - 401(K) PLAN

$548K · 12 participants

SVI, LLC

SVI LLC 401K PLAN

$547K · 23 participants

NEWTECH ENVIRONMENTAL SOLUTIONS INC

NEWTECH ENVIRONMENTAL SOLUTIONS401K

$548K · 1 participants