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Original filing (PDF)20250929105227NAL0004982179001
CSI IT, LLC
Form 5500
FILING_RECEIVED
CONSULTING SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
877
Accounts w/ balance
458
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
6 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSI IT, LLC.
Plan sponsor
Name
CSI IT, LLC
EIN
81-2264132
Address
8665 BAYPINE RD · SUITE 210 · JACKSONVILLE, FL · 32256
Phone
(904) 332-7000
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
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 | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $54K | — |
Investments
35 direct securities · 6 pooled funds· $24.1M(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
$21.7M
35 holdings
Common Collective Trust
$2.4M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | — | — | $3.7M | 15.2% | |
| TRP RETIREMENT 2050 | — | — | — | $2.4M | 10.1% | |
| TRP RETIREMENT 2035 | — | — | — | $2.3M | 9.4% | |
| TRP RETIREMENT 2045 | — | — | — | $2.1M | 8.8% | |
| TRP RETIREMENT 2030 | — | — | — | $1.5M | 6.1% | |
| TRP RETIREMENT 2055 | — | — | — | $1.4M | 5.9% | |
| TRP RETIREMENT 2040 | — | — | — | $1.3M | 5.5% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| TRP RETIREMENT 2025 | — | — | — | $838K | 3.5% | |
| TRP RETIREMENT 2060 | — | — | — | $781K | 3.2% | |
| TRP RETIREMENT 2020 | — | — | — | $779K | 3.2% | |
| FID GOVT MMKT K6 | — | — | — | $703K | 2.9% | |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $520K | 2.2% | |
| FID MID CAP IDX | — | — | — | $409K | 1.7% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $369K | 1.5% | |
| MFS MID CAP GRTH R6 | — | — | — | $358K | 1.5% | |
| JPM SM CAP GROWTH R6 | — | — | — | $347K | 1.4% | |
| FID SM CAP IDX | — | — | — | $320K | 1.3% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $303K | 1.3% | |
| MFS GROWTH ALLOC R4 | — | — | — | $300K | 1.2% | |
| GS US INS EQ R6 | — | — | — | $288K | 1.2% | |
| FID INTL INDEX | — | — | — | $283K | 1.2% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $197K | 0.8% | |
| MFS AGGR GR ALLOC R4 | — | — | — | $176K | 0.7% | |
| BLKRK ENERGY OPPS I | — | — | — | $165K | 0.7% | |
| PGIM HIGH YIELD R6 | — | — | — | $137K | 0.6% | |
| TRP RETIREMENT 2065 | — | — | — | $132K | 0.5% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $128K | 0.5% | |
| FID US BOND IDX | — | — | — | $79K | 0.3% | |
| GS SM CP VAL INS R6 | — | — | — | $73K | 0.3% | |
| MFS MOD ALLOC R4 | — | — | — | $70K | 0.3% | |
| C&S REAL ESTATE Z | — | — | — | $70K | 0.3% | |
| TRP INTL DISCOVERY I | — | — | — | $65K | 0.3% | |
| FA STK SEL SM CAP Z | — | — | — | $63K | 0.3% | |
| J H OVERSEAS N | — | — | — | $59K | 0.2% | |
| TRP RETIREMENT 2015 | — | — | — | $41K | 0.2% | |
| TRP OVERSEAS STOCK I | — | — | — | $40K | 0.2% | |
| TRP RETIREMENT 2005 | — | — | — | $21K | <0.1% | |
| TRP RETIREMENT 2010 | — | — | — | $18K | <0.1% | |
| MM INFL PRO & INC I | — | — | — | $14K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $12K | <0.1% |
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