Theresa Ross signed CSA Service Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSA Service Solutions, LLC's EIN is 81-4201496.
Download the official 2024 Form 5500 (PDF) for CSA Service Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSA Service Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | — | LAKE FOREST, IL | INVESTMENT ADVISOR | $34K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | Mutual Funds | — | — | $2.0M | 13.2% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 12.4% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | Mutual Funds | — | — | $1.8M | 11.9% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | Mutual Funds | — | — | $1.7M | 11.6% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 7.1% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 7.0% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | Mutual Funds | — | — | $619K | 4.1% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $416K | 2.8% | |
| Blackrock High Yield Bond Portfolio K Mutual Fund | Other securities | — | — | $411K | 2.7% | |
| Participant Loans Various maturity dates; - | Participant loans | — | — | $378K | 2.5% | |
| Key Guaranteed Portfolio Fund Guaranteed Interest Account | Other securities | — | — | $359K | 2.4% | |
| Vanguard Windsor II Fund - Admiral Mutual Fund | Mutual Funds | — | — | $332K | 2.2% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | Mutual Funds | — | — | $304K | 2.0% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund 47 Nuveen Lifecycle Index 2015 R6 Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $81K | 0.5% | |
| Empower Short Duration Bond Inst Mutual Fund | Other securities | — | — | $66K | 0.4% | |
| MFS International Growth R6 Mutual Fund | Mutual Funds | — | — | $66K | 0.4% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | Mutual Funds | — | — | $63K | 0.4% | |
| Blackrock Mid-cap Growth Equity K Mutual Fund | Other securities | — | — | $59K | 0.4% | |
| DFA Global Real Estate Securities Mutual Fund | Mutual Funds | — | — | $44K | 0.3% | |
| Nuveen Lifecycle Index Retirement Inc R6 Mutual Fund | Mutual Funds | — | — | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
