How big is CS Equities LLC's plan?

CS Equities LLC's plan reported $38K in assets and 19 participants for 2024.

Original filing (PDF)20250618093728NAL0001327315001

CS Equities LLC

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

Form 5500-SF

FILING_RECEIVED

CS Equities 401(k) Plan

401(k) retirement plan · CS Equities LLC's CS Equities 401(k) Plan held $38K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Kristen Dudley signed CS Equities LLC's 2024 Form 5500 as plan administrator.

Kristen Dudley — 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 Equities LLC's EIN is 82-3441794.

EIN 82-3441794

Plan number 001

Plan year 2024

ACK ID 20250618093728NAL0001327315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CS Equities LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 EQUITIES LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CS EQUITIES LLC

EIN

all filings

Address

4518 VALLEYDALE RD. · HOOVER, AL · 35242

Phone

(205) 292-9256

Industry

Real Estate

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

2025-06-18

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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