How big is CS Operations Inc.'s plan?

CS Operations Inc.'s plan reported $5.1M in assets and 140 participants for 2024.

Original filing (PDF)20251015144816NAL0005183345001

CS Operations Inc.

Name: CS Operations Inc. — CS Operations Inc. 401(k), Form 5500 (2024)
Creator: CS Operations Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CS Operations Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CS Operations Inc.'s CS Operations Inc. 401(k) Profit Sharing Plan & Trust held $5.1M in plan assets for 140 participants in 2024, with Paychex as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

140

Accounts w/ balance

170

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Marylou Kadlik signed CS Operations Inc.'s 2024 Form 5500 as plan administrator.

Marylou Kadlik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CS Operations Inc.'s EIN is 81-4728510.

EIN 81-4728510

Plan number 001

Plan year 2024

ACK ID 20251015144816NAL0005183345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CS Operations Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CS Operations Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CS OPERATIONS INC.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

CS OPERATIONS INC

EIN

all filings

Address

631 US HIGHWAY 1 STE 300 · NORTH PALM BEACH, FL · 334084620

Phone

(561) 231-7230

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-15

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$19K	—

Investments

24 direct securities· $5.0M(98% of reported assets)

Mutual Funds

$2.4M

16 holdings

Common Collective Trusts

$1.7M

3 holdings

Cash / Money Market

$513K

1 holding

Other securities

$454K

4 holdings

					% of plan
Schwab S&P 500 Index Mutual Fund	Common Collective Trusts	—	—	$810K	15.9%
Vanguard Mid Cap Index Fund Adm Shares Mutual Fund	Common Collective Trusts	—	—	$522K	10.3%
Federated Hermes U.S. Treasury Cash Reserves Mutual Fund	Cash / Money Market	—	—	$513K	10.1%
Vanguard Growth and Income Fund Adm Shares Mutual Fund	Mutual Funds	—	—	$374K	7.4%
MFS Mass Investors Growth Stock Fund Class R6 Mutual Fund	Mutual Funds	—	—	$344K	6.8%
Schwab Treasury Infl Protected Sec Index Fund Mutual Fund	Common Collective Trusts	—	—	$326K	6.4%
Vanguard Equity Income Fund Adm Shares Mutual Fund	Mutual Funds	—	—	$323K	6.4%
Vanguard Explorer Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$292K	5.7%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$280K	5.5%
Macquarie Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$174K	3.4%
DFA International Small Cap Growth Portfolio Mutual Fund	Mutual Funds	—	—	$171K	3.4%
PGIM High Yield Fund Class R6 Mutual Fund	Other securities	—	—	$127K	2.5%
DFA Emerging Markets Portfolio Inst Class Mutual Fund	Mutual Funds	—	—	$121K	2.4%
Voya Intermediated Bond Fund Class I Mutual Fund	Other securities	—	—	$120K	2.4%
Nuveen Lifecycle Index 2040 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$110K	2.2%
DFA International Core Equity Portfolio Inst Class Mutual Fund	Mutual Funds	—	—	$109K	2.1%
Vanguard ST Federal Fund Adm Shares Mutual Fund ** 377 Empower US Gov. Securities Fund Inst Class Mutual Fund	Mutual Funds	—	—	$85K	1.7%
MFS International Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$81K	1.6%
GS Small Cap Value Insights Fund Inst Class Mutual Fund	Other securities	—	—	$33K	0.6%
Nuveen Lifecycle Index 2045 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$30K	0.6%
Nuveen Lifecycle Index 2055 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$29K	0.6%
Nuveen Lifecycle Index 2050 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$20K	0.4%
Nuveen Lifecycle Index 2030 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$12K	0.2%
Nuveen Lifecycle Index 2035 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$5K	<0.1%