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Original filing (PDF)20250926153827NAL0009554465001
CSC GENERATION HOLDINGS, LLC
Form 5500
FILING_RECEIVED
CSC GENERATION HOLDINGS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,537
Accounts w/ balance
928
Plan assets (EOY)
$49.5M
Net assets (EOY)
$49.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
35 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
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSC GENERATION HOLDINGS, LLC.
Plan sponsor
Name
CSC GENERATION HOLDINGS, LLC
EIN
82-3294581
Address
9111 BROADWAY STE EE · MERRILLVILLE, IN · 46410
Phone
(219) 648-7300
Industry
Management of Companies / Holdingssee 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
2025-09-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WSRP, LLC
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 | $75K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $76K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $11K | — |
Investments
29 direct securities · 6 pooled funds· $49.5M(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
$45.1M
27 holdings
Common Collective Trust
$3.0M
6 holdings
Insurance Contracts
$1.1M
1 holding
Mutual Funds
$277K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 | — | — | — | $6.3M | 12.8% | |
| Nuveen Lifecycle Index 2045 R6 | — | — | — | $5.9M | 11.8% | |
| Nuveen Lifecycle Index 2040 R6 | — | — | — | $5.6M | 11.3% | |
| Nuveen Lifecycle Index 2030 R6 | — | — | — | $5.5M | 11.2% | |
| Fidelity 500 Index | — | — | — | $3.8M | 7.8% | |
| Nuveen Lifecycle Index 2050 R6 | — | — | — | $3.3M | 6.7% | |
| Nuveen Lifecycle Index 2025 R6 | — | — | — | $3.0M | 6.1% | |
| Nuveen Lifecycle Index Ret Inc R6Trilx | — | — | — | $2.2M | 4.5% | |
| Nuveen Lifecycle Index 2055 R6 | — | — | — | $1.9M | 3.9% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $1.6M | 3.2% | |
| MFS Growth R6 | — | — | — | $1.4M | 2.8% | |
| EI Fixed Account - Series Class IV | Insurance Contracts | — | — | $1.1M | 2.3% | |
| Nuveen Lifecycle Index 2060 R6 | — | — | — | $869K | 1.8% | |
| Putnam Large Cap Value R6 | — | — | — | $852K | 1.7% | |
| Fidelity Mid Cap Index | — | — | — | $747K | 1.5% | |
| Fidelity Global Ex Us Index | — | — | — | $463K | 0.9% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $442K | 0.9% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $408K | 0.8% | |
| Fidelity Small Cap Index | — | — | — | $380K | 0.8% | |
| Fidelity Advisor Total Bond Z | — | — | — | $377K | 0.8% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $362K | 0.7% | |
| Nuveen Lifecycle Index 2020 R6 | — | — | — | $356K | 0.7% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | — | — | — | $297K | 0.6% | |
| Nuveen Lifecycle Index 2065 R6 | — | — | — | $286K | 0.6% | |
| Participant loans Interest rates at 4.25% - 9.50% | — | — | — | $282K | 0.6% | |
| Pimco Income Instl | — | — | — | $281K | 0.6% | |
| American Century American Century Small Cap Growth R6 | Mutual Funds | — | — | $277K | 0.6% | |
| Harford Hartford International Opportunities R6 | — | — | — | $231K | 0.5% | |
| Principal Real Estate Securities Fd R-6 | — | — | — | $192K | 0.4% | |
| American Funds American Funds New World R6 | — | — | — | $126K | 0.3% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $119K | 0.2% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $106K | 0.2% | |
| Franklin Small Cap Value R6 | — | — | — | $99K | 0.2% | |
| MFS Mid Cap Value R6 | — | — | — | $91K | 0.2% | |
| American Funds American Funds Inflation Linked Bd R6 | — | — | — | $74K | 0.1% |
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