Constellation Software (U.S.A.) Inc. Retirement Savings Plan
Sponsored by Csi Usa Inc. · EIN 320671474 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 12,475
- With balances
- 17,284
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins And Annuity Co | Contract administrator, Recordkeeping, Participant loan processing | $754,556 |
| The Angell Pension Group, Inc. | Contract administrator, Consulting (general), Participant loan processing | $710,368 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $480,709 |
| Morgan Stanley Global Banking Op | Investment advisory (participants), Investment advisory (plan), Investment management | $98,600 |
| Caron & Bletzer, Pllc | Accounting | $36,000 |