Csi USA 401(k) match, vesting and fees
What Csi USA's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Ins and Annuity Co | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 93 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Csi USA: employer contribution per participant | $1,594 | |
| Peer median | $2,636 |
| Csi USA: average balance | $93,219 | |
| Peer median | $138,945 |
| Csi USA: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $1.6B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 18,022 | $1.6B | $27.5M | $1,594 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Csi USA match 401(k) contributions?
The match terms for the Constellation Software (U.S.A.) Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $27.5M in employer contributions, about $1,594 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Csi USA 401(k) match vested?
The vesting schedule for the Constellation Software (U.S.A.) Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Csi USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Ins and Annuity Co. The plan administrator is Csi USA Inc..
I left Csi USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Csi USA Inc., (847) 572-4400) or the recordkeeper, Voya Retirement Ins and Annuity Co. The Csi USA old 401(k) page lists the contacts from every plan filing. Find an old Csi USA 401(k)
Data from the public Form 5500 annual reports Csi USA filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Csi USA. Not financial advice. Report a correction · Methodology