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Original filing (PDF)20251008164236NAL0003437459001
CSSI, INC.
Form 5500
FILING_RECEIVED
CSSI, INC. EMPLOYEE 401(K) PLAN
401(k) retirement plan
Active participants
161
Accounts w/ balance
257
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSSI, INC..
Plan sponsor
Name
CSSI, INC.
EIN
52-1698546
Address
395 EAST STREET SW, SUITE 200 · WASHINGTON, DC · 20024
Phone
(202) 407-9025
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $52K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS LLC | — | WILMINGTON, MA | OTHER | $4K | — |
Investments
22 direct securities · 12 pooled funds· $37.6M(100% 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.
Uncategorized
$20.3M
22 holdings
Common Collective Trust
$17.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.4M | 9.1% | |
| Fidelity Advisor Total Bond Z | — | — | — | $3.1M | 8.4% | |
| Fidelity 500 Index Fund | — | — | — | $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 | — | — | — | $1.8M | 4.9% | |
| TIAA-CREF Inflation link BD Advisor Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $881K | 2.4% | |
| PGIM High Yield Fund | — | — | — | $785K | 2.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $642K | 1.7% | |
| Putnam Fiduciary Trust Co. Advantage Maturity Class X Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $374K | 1.0% | |
| Hartford International Value Equity Fund R5 | — | — | — | $353K | 1.0% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $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 | — | — | — | $303K | 0.8% | |
| PGIM Jennison Natural Resources R6 | — | — | — | $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 | — | — | — | $193K | 0.5% | |
| American Funds American Balanced R6 Fund | — | — | — | $172K | 0.5% | |
| TIAA-CREF International Equity Index Fund | — | — | — | $26K | <0.1% | |
| American Funds New Perspective Fund | — | — | — | $12K | <0.1% |