Poniesa Johnson signed CSSI, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSSI, Inc.'s EIN is 52-1698546.
Download the official 2024 Form 5500 (PDF) for CSSI, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSSI, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $52K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.4M | 11.9% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $3.4M | 9.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $3.4M | 9.1% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $3.1M | 8.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 6.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.3M | 6.1% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.9M | 5.2% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $1.8M | 4.9% | |
| TIAA-CREF Inflation link BD Advisor Fund | Mutual Funds | — | — | $1.5M | 4.2% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $1.4M | 3.9% | |
| MFS Massachusetts Investors Trust Fund | Common Collective Trusts | — | — | $1.3M | 3.4% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $1.0M | 2.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $976K | 2.6% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $930K | 2.5% | |
| Fidelity Advisor Emerging Markets | Mutual Funds | — | — | $881K | 2.4% | |
| PGIM High Yield Fund | Other securities | — | — | $785K | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $642K | 1.7% | |
| Putnam Fiduciary Trust Co. Advantage Maturity Class X Fund | Mutual Funds | — | — | $542K | 1.5% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $542K | 1.5% | |
| American Funds GR and Inc Port R-6 Fund | Mutual Funds | — | — | $487K | 1.3% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $450K | 1.2% | |
| AllSpring Small Company Value R6 | Common Stocks | — | — | $392K | 1.1% | |
| JANUS HENDERSON ENTERPRISE CF CL U GREAT GRAY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $380K | 1.0% | |
| MFS Massachusetts Mid Cap Value Fund | Mutual Funds | — | — | $374K | 1.0% | |
| Hartford International Value Equity Fund R5 | Other securities | — | — | $353K | 1.0% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $335K | 0.9% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $311K | 0.8% | |
| 4.25% to 9.50%, maturing through 2053 | Bonds / Notes | — | — | $303K | 0.8% | |
| PGIM Jennison Natural Resources R6 | Other securities | — | — | $269K | 0.7% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $226K | 0.6% | |
| Loomis Sayles Global Allocation Y | Other securities | — | — | $193K | 0.5% | |
| American Funds American Balanced R6 Fund | Mutual Funds | — | — | $172K | 0.5% | |
| TIAA-CREF International Equity Index Fund | Common Collective Trusts | — | — | $26K | <0.1% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS LLC | — | WILMINGTON, MA | OTHER | $4K | — |
