Plan Ledger DOL Form 5500 · updated monthly

Csi USA Inc.401(k)

CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Csi USA Inc. reported $2,080,233 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,208 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.

The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 66th-largest of 3,702 plans among Illinois employers on file, and the 105th of 11,654 in professional & technical services. In 2024, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,611,203,918
Participants with balances17,284
Active participants12,475
Employer contributions$27,544,974
Employee contributions$106,834,660
Employer contribution per active participant$2,208
Average account balance$93,219
Benefits paid to participants$135,617,828
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,464,924
Investment management$579,309
Audit (IQPA)$36,000
Total administrative$2,080,233
The Csi USA Inc. 401(k) match · 2024
Employer contribution per active participant$2,208
Median for plans this size$5,259

Csi USA Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom 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.

Administrative cost history1
2024$2,080,233 · 0.14%
Similar plansProfessional & Technical Services · Illinois
BDO USA, P.C. IL$1.9B · 0.05%
Sidley Austin LLP IL$1.9B · 0.02%
Grant Thornton LLP IL$1.5B · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320671474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.