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Original filing (PDF)20231114151846NAL0004574641001

CSS LLC

Form 5500
FILING_RECEIVED
CSS LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSS LLC.
Plan sponsor
Name
CSS LLC
EIN
58-2348527
Address
115 RIVER LANDING DRIVE · DANIEL ISLAND, SC · 29492
Phone
(843) 849-8712
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-01-31
Filed
2023-11-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$8K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
RAYMOND JAMES & ASSOCIATES INC59-1237041ADVISOR$7K

Investments

1 pooled fund· $0

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.

InvestmentTypeCurrent value% of plan
GALLIARD STBLE RTN C
WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001
Common Collective Trust
$0

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