The Csi Companies, Inc. 401(k) Plan: Login, Facts & Contact Information

The Csi Companies, Inc. 401(k) Plan Facts

Plan name
THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE CSI COMPANIES, INC.
Participants
3,755 (1,959 active employees)
Former employees with a balance
2,129
Plan assets
$24,621,052 at Dec 31, 2024
Average account balance
$6,906 across 3,565 accounts
Employer contributions
$640,219 in plan year 2024 (10% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2004
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.43 million went into the plan in contributions, $640,219 of it from the employer (10%).
  • $5.41 million was paid out to participants.
  • Investment and other income added $2.94 million.
  • Administrative expenses were $218,212, about $61 per account.

How the The Csi Companies, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,252$9.84 million$254,558$1.45 million
20201,773$12.6 million$350,000$1.00 million
20211,698$16.7 million$539,654$1.75 million
20222,840$17.0 million$722,437$1.93 million
20233,717$20.9 million$386,401$3.29 million
20243,755$24.6 million$640,219$5.41 million

The Csi Companies, Inc. 401(k) Contact Information

Phone
904-338-9515
Mailing address
7720 BAYMEADOWS RD. E., JACKSONVILLE FL 32256
Plan sponsor
THE CSI COMPANIES, INC.
Employer identification number (EIN)
59-3270426
Plan number
001

Questions about the The Csi Companies, Inc. 401(k)

Does The Csi Companies, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $640,219, 10% of all contributions.

Does the The Csi Companies, Inc 401(k) have automatic enrollment?

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

How many people are in the The Csi Companies, Inc 401(k) plan?

3,755 participants at the start of plan year 2024, 1,959 of them active employees, and 2,129 former employees who still had money in the plan.

What is the average 401(k) balance at The Csi Companies, Inc?

About $6,906 per account: $24.6 million in plan assets across 3,565 accounts with a balance at the end of plan year 2024.

Who manages the The Csi Companies, 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 The Csi Companies, 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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