Plan Ledger DOL Form 5500 · updated monthly

Csm Corporation401(k)

CSM CORPORATION 401(K) RETIREMENT PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Csm Corporation reported $142,328 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $812 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 fell from 0.41% to 0.38%. 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 575th-largest of 1,918 plans among Minnesota employers on file, and the 351st of 2,096 in real estate & leasing. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,931,569
Participants with balances647
Active participants1,521
Employer contributions$1,235,448
Employee contributions$2,631,780
Employer contribution per active participant$812
Average account balance$61,718
Benefits paid to participants$2,631,635
Plan auditUnmodified (clean) audit opinion
AuditorEISNERAMPER
Plan history3
Yearassets · accounts · employer contribution
2024$39.9M · 647 accts · $1.2M emplr
2023$34.3M · 662 accts · $1.1M emplr
2022$29.9M · 583 accts · $962K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,234
Investment management$33,000
Audit (IQPA)$17,535
Trustee / custodial$11,559
Total administrative$142,328
The Csm Corporation 401(k) match · 2024
Employer contribution per active participant$812
Median for plans this size$2,416
2024$812 per active participant
2023$726 per active participant
2022$693 per active participant

Csm Corporation's 2024 employer contribution ran below the $2,416 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.

Service providers · 20245
MILLIMAN, INC. · Recordkeeping · Loan processing$80,233
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$33,000
EISNERAMPER LLP · Accounting / audit$17,535
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$11,561
CHARLES SCHWAB & CO. INC. · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$142,328 · 0.38%
2023$127,130 · 0.40%
2022$134,231 · 0.41%
Same employer
Similar plansReal Estate & Leasing · Minnesota
McNeilus Steel, Inc. MN$108.6M · 0.16%
Opus Holding, L.L.C. MN$94.6M · 0.05%
Great Clips, Inc. MN$55.7M · 0.20%
Smarte Carte, Inc. MN$30.2M · 0.25%
Marsden Services, L.L.C. MN$21.9M · 0.60%
Commonbond Communities MN$20.4M · 0.34%
Bigos Management, Inc. MN$18.3M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411320338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.