Plan Ledger DOL Form 5500 · updated monthly

Csi Enterprises Inc401(k)

CSI GLOBAL VCARD 401K PROFIT SHARING PLAN · BONITA SPRINGS, FL · plan year 2023

Reported admin expense ratio · 2023
0.52%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Csi Enterprises Inc reported $20,775 in plan administrative expenses for 2023: 0.52% of average plan assets, above the peer median. Employer contributions averaged $3,526 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.11% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (2,495th of 3,644), and 4,449th of 4,798 in finance & insurance. In 2023, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,968,074
Participants with balances135
Active participants148
Employer contributions$521,870
Employee contributions$713,561
Employer contribution per active participant$3,526
Average account balance$36,801
Benefits paid to participants$426,207
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 135 accts · $522K emplr
2022$3.0M · 107 accts · $299K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,785
Investment management$1,990
Total administrative$20,775
The Csi Enterprises Inc 401(k) match · 2023
Employer contribution per active participant$3,526
Median for plans this size$1,308
2023$3,526 per active participant
2022$2,335 per active participant

Csi Enterprises Inc's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP RETIREMENT SERVICES · Recordkeeping$20,775

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$20,775 · 0.52%
2022$3,314 · 0.11%
Similar plansFinance & Insurance · Florida
Hillsborough Title, Inc. FL$5.4M · 0.45%
Xponent HR Solutions LLC FL$4.5M · 0.90%
Nicholas Financial Inc FL$4.4M · 0.59%
Whetstone Holdings FL$4.2M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330479452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.