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Original filing (PDF)20250915140104NAL0001182561001
CSA SERVICE SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
CSA SERVICE SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
356
Accounts w/ balance
520
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — 145% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSA SERVICE SOLUTIONS, LLC.
Plan sponsor
Name
CSA SERVICE SOLUTIONS, LLC
EIN
81-4201496
Address
270 DAVIDS DRIVE · WILMINGTON, OH · 45177
Phone
(800) 733-6727
Industry
Other Services (ex. Public Admin)see 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
2025-09-15
Pension benefit codes
2E · Profit-sharing
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | — | LAKE FOREST, IL | INVESTMENT ADVISOR | $34K | — |
Investments
24 direct securities · 4 pooled funds· $15.1M(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
$14.0M
24 holdings
Common Collective Trust
$1.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | — | — | — | $2.0M | 13.2% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | — | — | — | $1.9M | 12.4% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | — | — | — | $1.8M | 11.9% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | — | — | — | $1.7M | 11.6% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | — | — | — | $1.1M | 7.1% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | — | — | — | $1.1M | 7.0% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | — | — | — | $619K | 4.1% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund | — | — | — | $610K | 4.0% | |
| STATE STREET S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $554K | 3.7% | |
| Baird Core Plus Bond Inst Mutual Fund | — | — | — | $416K | 2.8% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund | — | — | — | $411K | 2.7% | |
| Participant Loans Various maturity dates; - | — | — | — | $378K | 2.5% | |
| Key Guaranteed Portfolio Fund Guaranteed Interest Account | — | — | — | $359K | 2.4% | |
| Vanguard Windsor II Fund - Admiral Mutual Fund | — | — | — | $332K | 2.2% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | — | — | — | $304K | 2.0% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund 47 Nuveen Lifecycle Index 2015 R6 Mutual Fund | — | — | — | $295K | 2.0% | |
| STATE STREET S&P MIDCAP INDX SL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $291K | 1.9% | |
| T. Rowe Price Large Cap Growth I Mutual Fund | — | — | — | $188K | 1.2% | |
| STATE STREET GBL ALLCP EQ EX-US IDX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $184K | 1.2% | |
| Pimco Rae Us Small Instl Mutual Fund | — | — | — | $115K | 0.8% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 019 | Common Collective Trust | — | — | $90K | 0.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $81K | 0.5% | |
| Empower Short Duration Bond Inst Mutual Fund | — | — | — | $66K | 0.4% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $66K | 0.4% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | — | — | — | $63K | 0.4% | |
| Blackrock Mid-cap Growth Equity K Mutual Fund | — | — | — | $59K | 0.4% | |
| DFA Global Real Estate Securities Mutual Fund | — | — | — | $44K | 0.3% | |
| Nuveen Lifecycle Index Retirement Inc R6 Mutual Fund | — | — | — | $30K | 0.2% |
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