How big is The Customer Service Experts' plan?

The Customer Service Experts' plan reported $274K in assets and 22 participants for 2025.

Original filing (PDF)20260507150105NAL0002353043001

The Customer Service Experts

Name: The Customer Service Experts — TCSE 401(k) Plan, Form 5500 (2025)
Creator: The Customer Service Experts
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TCSE 401(k) Plan

401(k) retirement plan · The Customer Service Experts' TCSE 401(k) Plan held $274K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

People on this filing

Robert Wycoff signed The Customer Service Experts' 2025 Form 5500 as plan administrator.

Robert Wycoff — 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

The Customer Service Experts' EIN is 95-4834567.

EIN 95-4834567

Plan number 001

Plan year 2025

ACK ID 20260507150105NAL0002353043001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Customer Service Experts from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Customer Service Experts' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CUSTOMER SERVICE EXPERTS.

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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