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Original filing (PDF)20251010095744NAL0007473009001
CSI LEASING, INC.
Form 5500
FILING_RECEIVED
CSI LEASING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
739
Accounts w/ balance
831
Plan assets (EOY)
$116.9M
Net assets (EOY)
$116.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSI LEASING, INC..
Plan sponsor
Name
CSI LEASING, INC.
EIN
73-0982450
Address
620 TECHNOLOGY DRIVE · WELDON SPRING, MO · 63304
Phone
(314) 997-7010
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities · 1 pooled fund· $114.7M(98% 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
$113.8M
33 holdings
Common Collective Trust
$968K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund- Class K Registered Investment Company | — | — | — | $23.7M | 20.3% | |
| Fidelity 500 Index Fund- Class Institutional Registered Investment Company | — | — | — | $16.3M | 13.9% | |
| Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $8.2M | 7.0% | |
| Fidelity Fund- Class K Registered Investment Company | — | — | — | $5.3M | 4.5% | |
| Fidelity Low Price Stock Fund- Class K Registered Investment Company | — | — | — | $4.7M | 4.0% | |
| Fidelity Magellan Fund- Class K Registered Investment Company | — | — | — | $4.5M | 3.8% | |
| Fidelity Diversified International Fund- Class K Registered Investment Company | — | — | — | $4.1M | 3.5% | |
| Fidelity Value Fund- Class K Registered Investment Company | — | — | — | $3.7M | 3.2% | |
| Fidelity Freedom 2030 Fund- Class K Registered Investment Company | — | — | — | $3.6M | 3.1% | |
| Harbor Capital Appreciation Fund Retirement Class Registered Investment Company | — | — | — | $3.6M | 3.0% | |
| Fidelity Equity Income Fund- Class K Registered Investment Company | — | — | — | $3.5M | 3.0% | |
| Fidelity Freedom 2040 Fund- Class K Registered Investment Company | — | — | — | $3.2M | 2.8% | |
| Janus Henderson Enterprise Fund- Class N Registered Investment Company | — | — | — | $3.1M | 2.7% | |
| Fidelity Freedom 2045 Fund- Class K Registered Investment Company | — | — | — | $3.0M | 2.6% | |
| Fidelity Freedom 2035 Fund- Class K Registered Investment Company | — | — | — | $2.8M | 2.4% | |
| Fidelity Freedom 2025 Fund- Class K Registered Investment Company | — | — | — | $2.3M | 2.0% | |
| Fidelity Intermediate Bond Fund Registered Investment Company | — | — | — | $2.1M | 1.8% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $2.0M | 1.7% | |
| Fidelity Freedom 2060 Fund- Class K Registered Investment Company | — | — | — | $2.0M | 1.7% | |
| Fidelity Freedom 2055 Fund- Class K Registered Investment Company | — | — | — | $1.9M | 1.6% | |
| Fidelity Freedom 2050 Fund- Class K Registered Investment Company | — | — | — | $1.8M | 1.6% | |
| Fidelity Puritan Fund- Class K Registered Investment Company | — | — | — | $1.7M | 1.5% | |
| Notes receivable from participants through December 2029 - | — | — | — | $1.0M | 0.9% | |
| Fidelity Freedom 2070 Fund- Class K Registered Investment Company ** 816 * Fidelity Managed Income Portfolio Class 2 Collective Trust | — | — | — | $1.0M | 0.9% | |
| Fidelity Emerging Markets Fund- Class K Registered Investment Company | — | — | — | $1.0M | 0.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $968K | 0.8% | |
| Allspring Small Company Growth Fund- Class R6 Registered Investment Company | — | — | — | $962K | 0.8% | |
| T. Rowe Price Equity Income Fund- Class I Registered Investment Company | — | — | — | $803K | 0.7% | |
| Fidelity Freedom Fund- Class K Registered Investment Company | — | — | — | $495K | 0.4% | |
| Fidelity Freedom 2065 Fund- Class K Registered Investment Company | — | — | — | $455K | 0.4% | |
| Templeton Growth Fund- Class R6 Registered Investment Company | — | — | — | $406K | 0.3% | |
| Fidelity Freedom Income Fund- Class K Registered Investment Company | — | — | — | $170K | 0.1% | |
| Fidelity Freedom 2010 Fund- Class K Registered Investment Company | — | — | — | $56K | <0.1% | |
| Fidelity Freedom 2015 Fund- Class K Registered Investment Company | — | — | — | $16K | <0.1% |
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