Back to filter
Original filing (PDF)20250916153413NAL0001264067001
CSI ELECTRICAL CONTRACTORS, INC.
Form 5500
FILING_RECEIVED
CSI ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
322
Plan assets (EOY)
$43.6M
Net assets (EOY)
$43.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CSI ELECTRICAL CONTRACTORS, INC..
Plan sponsor
Name
CSI ELECTRICAL CONTRACTORS, INC.
EIN
84-1788580
Address
10623 FULTON WELLS AVENUE · SANTA FE SPRINGS, CA · 90670
Phone
(562) 946-0700
Industry
Electrical Contractors· 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
2025-09-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LSL, LLP
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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $55K | — |
Investments
26 direct securities· $41.2M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $4.5M | 10.2% | |
| iShares S&P 500 Index Fund Class K | — | — | — | $4.3M | 9.8% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $4.2M | 9.6% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $3.3M | 7.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $3.3M | 7.6% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $3.2M | 7.2% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $2.4M | 5.6% | |
| Great-West Life & Annuity Insurance Key Guaranteed Portfolio Fund | — | — | — | $2.3M | 5.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $2.3M | 5.2% | |
| MFS International Growth Fund R6 | — | — | — | $1.9M | 4.4% | |
| iShares Russell Mid Cap Index Fund Class K | — | — | — | $1.6M | 3.7% | |
| American Funds American Funds Bond Fund of America R6 | — | — | — | $1.1M | 2.6% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $1.1M | 2.4% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $959K | 2.2% | |
| iShares Russell 2000 Small Cap Index Fund Class K | — | — | — | $860K | 2.0% | |
| PGIM Global Total Return Fund Class R6 | — | — | — | $839K | 1.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $828K | 1.9% | |
| Allspring Small Company Growth Fund R6 | — | — | — | $499K | 1.1% | |
| Notes receivable from participants Interest Rates - 5.25% to 10.50% - | — | — | — | $407K | 0.9% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $334K | 0.8% | |
| Allspring Large Company Value R6 | — | — | — | $320K | 0.7% | |
| American Funds American Funds 2015 Target Date Retirement Fund Class R-6 | — | — | — | $318K | 0.7% | |
| Allspring Special Small Cap Value R6 | — | — | — | $124K | 0.3% | |
| American Funds American Funds American Balanced R6 | — | — | — | $120K | 0.3% | |
| MFS Mid Cap Growth R6 | — | — | — | $118K | 0.3% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R-6 | — | — | — | $13K | <0.1% |
Related plans
Other plans using EMPOWER ADVISORY GROUP, LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
TRINET HR III, INC.
TRINET 401(K) PLAN
$8.7B · 209,337 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Electrical Contractors plans
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA
SOUTHERN CALIFORNIA IBEW-NECA SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST FUND
$43.5M · 5,579 participants
ELM ELECTRICAL, INC.
ELM ELECTRICAL, INC. 401(K) PLAN
$43.8M · 224 participants
TRUSTEES OF IBEW LOCAL NO. 9 & LINE CLEARANCE CONTRACTORS H & W FUND
IBEW LOCAL NO. 9 AND LINE CLEARANCE CONTRACTORS HEALTH & WELFARE FUND
$44.0M · 819 participants
RK ELECTRIC, INC.
RK ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$43.2M · 318 participants
IBEW LOCAL UNION 64 PENSION PLAN JOINT BOARD OF TRADES
IBEW LOCAL UNION 64 PENSION PLAN
$43.2M · 313 participants
BOARD OF TRUSTEES, IBEW LOCAL 684 MONEY PURCHASE
IBEW LOCAL 684 MONEY PURCHASE PENSION AND PROFIT SHARING PLAN
$44.2M · 463 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B