D. Stephen Laplace signed CSRS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSRS, LLC's EIN is 72-0837459.
Download the official 2024 Form 5500 (PDF) for CSRS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSRS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KT ADMINISTRATORS, LLC | 82-4086794 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX S | Common Collective Trusts | — | — | $2.2M | 13.1% | |
| SCHWAB SELF-DIRECTED ACCOUNT | Self-Directed Brokerage | — | — | $1.7M | 10.0% | |
| FIDELITY BLUE CHIP GROWTH | Mutual Funds | — | — | $1.5M | 9.3% | |
| THOMPSON BOND | Other securities | — | — | $1.4M | 8.2% | |
| VANGUARD TARGET RETIRE 2040 | Mutual Funds | — | — | $1.3M | 8.1% | |
| VANGUARD TARGET RETIRE 2060 | Mutual Funds | — | — | $987K | 6.0% | |
| VANGUARD TARGET RETIRE 2035 | Mutual Funds | — | — | $789K | 4.8% | |
| VANGUARD SMALL CAP IDX A | Common Collective Trusts | — | — | $747K | 4.5% | |
| VANGUARD TARGET RETIRE 2055 | Mutual Funds | — | — | $576K | 3.5% | |
| COLUMBIA DIVIDEND INCOME | Other securities | — | — | $573K | 3.5% | |
| VANGUARD TARGET RETIRE 2050 | Mutual Funds | — | — | $514K | 3.1% | |
| VANGUARD TARGET RETIRE 2030 | Mutual Funds | — | — | $510K | 3.1% | |
| COLUMBIA SMALL CAP GROWTH | Other securities | — | — | $468K | 2.8% | |
| VANGUARD TARGET RETIRE 2045 | Mutual Funds | — | — | $464K | 2.8% | |
| ALLSPRING DIVERSIFIED INT | Other securities | — | — | $409K | 2.5% | |
| C & S REALTY SHARES | Other securities | — | — | $356K | 2.2% | |
| VICTORY SYCAMORE EST VALUE R6 | Other securities | — | — | $312K | 1.9% | |
| COLUMBIA SMALL CAP VALUE II | Other securities | — | — | $292K | 1.8% | |
| VANGUARD TARGET RETIRE 2025 | Mutual Funds | — | — | $279K | 1.7% | |
| SCHWAB BANK SAVINGS MMDA | Mutual Funds | — | — | $278K | 1.7% | |
| CARILLON EAGLE MID CAP GROWTH R6 | Other securities | — | — | $262K | 1.6% | |
| NORTHERN MID CAP INDEX | Other securities | — | — | $259K | 1.6% | |
| VANGUARD TARGET RETIRE 2020 | Mutual Funds | — | — | $179K | 1.1% | |
| PARTICIPANT LOAN | Participant loans | — | — | $102K | 0.6% | |
| JP MORGAN EMERGING MARKETS EQ | Other securities | — | — | $91K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
