The Csi Companies, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by The Csi Companies, Inc. · EIN 593270426 · Plan #001
- Total assets
- $24.6M
- Net assets
- $24.6M
- Active participants
- 1,959
- With balances
- 3,565
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 |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $134,575 |
| Pension Solutions, Inc | Contract administrator, Direct payment from the plan, Other services | $83,637 |
| Mai Capital Management, Llc | Investment advisory (plan), Other fees | $0 |