How big is C.S. Fund's plan?

C.S. Fund's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250723144717NAL0003591601001

C.S. Fund

Name: C.S. Fund — C.S. Fund Retirement Plan, Form 5500 (2024)
Creator: C.S. Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.S. Fund Retirement Plan

403(b) retirement plan · C.S. Fund's C.S. Fund Retirement Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Ramona Allen signed C.S. Fund's 2024 Form 5500 as plan administrator.

Ramona Allen — 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

C.S. Fund's EIN is 95-3607882.

EIN 95-3607882

Plan number 001

Plan year 2024

ACK ID 20250723144717NAL0003591601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

C.S. Fund's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C.S. FUND.

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score

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

Plan sponsor

Name

C.S. FUND

EIN

all filings

Address

245 KENTUCKY STREET · SUITE E · PETALUMA, CA · 94952

Phone

(707) 874-2942

Industry

Other Services (ex. Public Admin)

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

2025-07-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Junior Achievement of Southwest New England

Junior Achievement of Southwest New England 401(k) Plan

$1.1M · 12 participants

MAKE-a-WISH Foundation of San Diego, Inc.

Tax Deferred Annuity Plan of MAKE-a-WISH Foundation of San Diego, Inc.

$1.1M · 13 participants

Lawyers Concerned for Lawyers of Pennsylvania Inc.

Lawyers Concerned for Lawyers of Pennsylvania Inc. Retirement Plan

$1.1M · 8 participants

The Lutheran All Faiths Cemetery

The Lutheran Cemetery Regular Union Employees' Retirement Plan

$1.1M · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.