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Original filing (PDF)20251009090753NAL0003773347001
CS ENERGY, LLC
Form 5500
FILING_RECEIVED
CS ENERGY, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
143
Accounts w/ balance
199
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 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
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CS ENERGY, LLC.
Plan sponsor
Name
CS ENERGY, LLC
EIN
82-0895936
Address
2045 LINCOLN HIGHWAY · EDISON, NJ · 08817
Phone
(732) 343-4015
Industry
Constructionsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $2K | — |
Investments
24 direct securities · 2 pooled funds· $15.7M(99% 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
$12.1M
23 holdings
Mutual Funds
$2.3M
1 holding
Common Collective Trust
$1.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T ROWE PRICE RETIREMENT 2040 I - | Mutual Funds | — | — | $2.3M | 14.8% | |
| Fidelity Investment Fidelity 500 Index Fund - | — | — | — | $2.0M | 12.9% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities Fund - | — | — | — | $1.9M | 12.2% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2050 I - | — | — | — | $1.0M | 6.5% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2060 I - | — | — | — | $980K | 6.2% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2055 I - | — | — | — | $961K | 6.1% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $786K | 5.0% | |
| American Funds American Funds New Perspective Fund - | — | — | — | $747K | 4.7% | |
| Fidelity Extended Market Index Fund - | — | — | — | $556K | 3.5% | |
| Capital Group/American Funds American Funds EuroPacific Growth Fund - | — | — | — | $548K | 3.5% | |
| T. Rowe Price T. Rowe Price New Horizons Fund - | — | — | — | $496K | 3.1% | |
| Dodge & Cox DODGE & COX INCOME X - | — | — | — | $485K | 3.1% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2030 I - | — | — | — | $428K | 2.7% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS CT OR SVF · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $420K | 2.7% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2045 I - | — | — | — | $400K | 2.5% | |
| J.P Morgan Asset Management JPMorgan Mid Cap Value Fund;R6 - | — | — | — | $339K | 2.1% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2025 I - | — | — | — | $279K | 1.8% | |
| Victory sycamore Victory Sycamore Small Company Opp R6 - | — | — | — | $274K | 1.7% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2035 I - | — | — | — | $224K | 1.4% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2010 I - | — | — | — | $128K | 0.8% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Fund - | — | — | — | $110K | 0.7% | |
| Cohen & Steers Cohen & Steers Real Estate Securities - | — | — | — | $73K | 0.5% | |
| Vanguard Small-Cap Index Fund;Admiral - | — | — | — | $33K | 0.2% | |
| T. Rowe Price T ROWE PRICE RETIREMENT 2020 I - | — | — | — | $26K | 0.2% | |
| Self-directed brokerage accounts Schwab Self Directed Brokerage account - | — | — | — | $24K | 0.1% | |
| John Hancock J.Hancock Alternative Asset Allocation - | — | — | — | $20K | 0.1% |
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