Coordinated Services Management, Inc. 401(k) Plan: Login, Facts & Contact Information

Coordinated Services Management, Inc. 401(k) Plan Facts

Plan name
COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
COORDINATED SERVICES MANAGEMENT, INC.
Participants
1,339 (1,299 active employees)
Former employees with a balance
32
Plan assets
$9,433,831 at Dec 31, 2024
Average account balance
$47,646 across 198 accounts
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $764,836 went into the plan in contributions.
  • $715,871 was paid out to participants.
  • Investment and other income added $976,586.
  • Administrative expenses were $20,026, about $101 per account.

How the Coordinated Services Management, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019706$6.89 million$0$926,651
2020918$7.70 million$0$812,048
2021969$8.96 million—$591,329
2022886$7.39 million—$982,139
2023895$8.45 million—$999,597
20241,339$9.43 million—$715,871

Coordinated Services Management, Inc. 401(k) Contact Information

Phone
540-366-0622
Mailing address
3333 PETERS CREEK RD NW, ROANOKE VA 240192719
Plan sponsor
COORDINATED SERVICES MANAGEMENT, INC.
Employer identification number (EIN)
54-1164589
Plan number
001

Questions about the Coordinated Services Management, Inc. 401(k)

Does Coordinated Services Management, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Coordinated Services Management, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Coordinated Services Management, Inc 401(k) plan?

1,339 participants at the start of plan year 2024, 1,299 of them active employees, and 32 former employees who still had money in the plan.

What is the average 401(k) balance at Coordinated Services Management, Inc?

About $47,646 per account: $9.43 million in plan assets across 198 accounts with a balance at the end of plan year 2024.

Who manages the Coordinated Services Management, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Coordinated Services Management, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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