Cyrus Kianpour signed CSG Consultants, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSG Consultants, Inc.'s EIN is 91-2053749.
Download the official 2024 Form 5500 (PDF) for CSG Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSG Consultants, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABG CONSULTANTS, LLC | 20-0848323 | SALT LAKE CITY, UT | NONE | $92K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ABG BALANCED CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 206 | Common Collective Trust | — | — | $10.4M | 22.9% | |
| ABG GROWTH CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 207 | Common Collective Trust | — | — | $7.0M | 15.4% | |
| ABG INCOME CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 208 | Common Collective Trust | — | — | $5.6M | 12.4% | |
| ABG AGGRESSIVE CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 205 | Common Collective Trust | — | — | $4.4M | 9.8% | |
| Schwab S & P 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 8.0% | |
| ABG WEALTH PRESERVATION CIF R1 HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 209 | Common Collective Trust | — | — | $2.8M | 6.1% | |
| Reliance Trust SVF MetLife 25157 Common Collective Trusts | Common Collective Trusts | — | — | $1.9M | 4.2% | |
| MET MASTER TRUST 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $1.9M | 4.2% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $1.8M | 3.9% | |
| Vanguard Info Tech Index Admiral | Mutual Funds | — | — | $1.6M | 3.5% | |
| Columbia Dividend Income Fund s | Other securities | — | — | $753K | 1.7% | |
| T Rowe Price Mid Cap Value | Mutual Funds | — | — | $736K | 1.6% | |
| Fidelity Advisor Small Cap Growth | Mutual Funds | — | — | $623K | 1.4% | |
| American Funds Fundamental Invs R6 | Mutual Funds | — | — | $580K | 1.3% | |
| Notes Receivable From Participants Interest rates range from 3.25% to 8.50% | Bonds / Notes | — | — | $454K | 1.0% | |
| Fidelity Select Healthcare | Mutual Funds | — | — | $383K | 0.8% | |
| Janus Henderson Enterprise Fund - T | Mutual Funds | — | — | $381K | 0.8% | |
| American Funds Europacific Growth Fund R4 | Mutual Funds | — | — | $316K | 0.7% | |
| Fidelity International Index FD | Mutual Funds | — | — | $252K | 0.6% | |
| Dodge & Cox Inflation Protected Sec. Portfolio | Mutual Funds | — | — | $215K | 0.5% | |
| Pimco Income Instl | Mutual Funds | — | — | $201K | 0.4% | |
| Vanguard REIT Index Admiral | Mutual Funds | — | — | $191K | 0.4% | |
| Blackrock High Yield Bond - Instl | Other securities | — | — | $179K | 0.4% | |
| Oakmark Global Fund | Other securities | — | — | $176K | 0.4% | |
| Invesco International Small-Mid Com A | Mutual Funds | — | — | $172K | 0.4% | |
| Principal Small Cap Value II R6 | Other securities | — | — | $165K | 0.4% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $156K | 0.3% | |
| DFA Inflation Protected Sec. Portfolio | Mutual Funds | — | — | $125K | 0.3% | |
| Blackrock Total Return - Instl | Other securities | — | — | $104K | 0.2% | |
| Delaware Diversified Inc - I | Common Stocks | — | — | $98K | 0.2% | |
| DFA Emerging Markets Portfolio | Mutual Funds | — | — | $46K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
