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Original filing (PDF)20251013151416NAL0000760179001
CSRS, LLC
Form 5500
FILING_RECEIVED
CSRS, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
165
Accounts w/ balance
185
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSRS, LLC.
Plan sponsor
Name
CSRS, LLC
EIN
72-0837459
Address
8555 UNITED PLAZA BOULEVARD · BATON ROUGE, LA · 70809
Phone
(225) 769-0546
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HANNIS T. BOURGEOIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KT ADMINISTRATORS, LLC | 82-4086794 | — | NONE | $6K | — |
Investments
25 direct securities· $16.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX S | — | — | — | $2.2M | 13.1% | |
| SCHWAB SELF-DIRECTED ACCOUNT | — | — | — | $1.7M | 10.0% | |
| FIDELITY BLUE CHIP GROWTH | — | — | — | $1.5M | 9.3% | |
| THOMPSON BOND | — | — | — | $1.4M | 8.2% | |
| VANGUARD TARGET RETIRE 2040 | — | — | — | $1.3M | 8.1% | |
| VANGUARD TARGET RETIRE 2060 | — | — | — | $987K | 6.0% | |
| VANGUARD TARGET RETIRE 2035 | — | — | — | $789K | 4.8% | |
| VANGUARD SMALL CAP IDX A | — | — | — | $747K | 4.5% | |
| VANGUARD TARGET RETIRE 2055 | — | — | — | $576K | 3.5% | |
| COLUMBIA DIVIDEND INCOME | — | — | — | $573K | 3.5% | |
| VANGUARD TARGET RETIRE 2050 | — | — | — | $514K | 3.1% | |
| VANGUARD TARGET RETIRE 2030 | — | — | — | $510K | 3.1% | |
| COLUMBIA SMALL CAP GROWTH | — | — | — | $468K | 2.8% | |
| VANGUARD TARGET RETIRE 2045 | — | — | — | $464K | 2.8% | |
| ALLSPRING DIVERSIFIED INT | — | — | — | $409K | 2.5% | |
| C & S REALTY SHARES | — | — | — | $356K | 2.2% | |
| VICTORY SYCAMORE EST VALUE R6 | — | — | — | $312K | 1.9% | |
| COLUMBIA SMALL CAP VALUE II | — | — | — | $292K | 1.8% | |
| VANGUARD TARGET RETIRE 2025 | — | — | — | $279K | 1.7% | |
| SCHWAB BANK SAVINGS MMDA | — | — | — | $278K | 1.7% | |
| CARILLON EAGLE MID CAP GROWTH R6 | — | — | — | $262K | 1.6% | |
| NORTHERN MID CAP INDEX | — | — | — | $259K | 1.6% | |
| VANGUARD TARGET RETIRE 2020 | — | — | — | $179K | 1.1% | |
| PARTICIPANT LOAN | — | — | — | $102K | 0.6% | |
| JP MORGAN EMERGING MARKETS EQ | — | — | — | $91K | 0.5% |
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