Plan Ledger DOL Form 5500 · updated monthly

Csi Support & Development Services401(k)

CSI SUPPORT & DEVELOPMENT SERVICES 401(K) AND PROFIT SHARING PLAN · WARREN, MI · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Csi Support & Development Services reported $19,358 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,051 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 2 years on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 745th-largest of 2,619 plans among Michigan employers on file, and the 426th of 2,096 in real estate & leasing. In 2024, the employer put in $1.46 for every $1.00 employees contributed themselves; active participation has grown from 226 to 275 since 2022.

Plan summary
Net assets, end of year$32,051,566
Participants with balances298
Active participants275
Employer contributions$1,664,096
Employee contributions$1,136,561
Employer contribution per active participant$6,051
Average account balance$107,556
Benefits paid to participants$2,589,434
Plan auditUnmodified (clean) audit opinion
AuditorDAUBY O'CONNOR & ZALESKI, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$32.1M · 298 accts · $1.7M emplr
2023$27.6M · 248 accts · $1.5M emplr
2022$25.0M · 226 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,844
Investment management$16,514
Total administrative$19,358
The Csi Support & Development Services 401(k) match · 2024
Employer contribution per active participant$6,051
Median for plans this size$2,416
2024$6,051 per active participant
2023$6,269 per active participant
2022$6,122 per active participant

Csi Support & Development Services's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,514
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,844

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

Administrative cost history3
2024$19,358 · 0.06%
2023$16,095 · 0.06%
2022$14,324 · 0.05%
Same employer
Similar plansReal Estate & Leasing · Michigan
The Taubman Company LLC MI$210.7M · 0.03%
Sun Communities, Inc. MI$83.5M · 0.50%
Village Green Holding, LLC MI$47.6M · 0.04%
Real Estate One, Inc. MI$42.6M · 0.03%
Infusystem Holdings, Inc. MI$31.8M · 0.40%
Dtn Management Company MI$27.7M · 0.45%
McKinley Companies, LLC MI$23.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201935580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.