Filings through .
CSM Advisors, LLC
Matched across 6 name variants in the filings
CSM Advisors, LLC summary
CSM Advisors, LLC appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.9B in assets for 88,283 participants. The median client plan holds $180M. Most client plans are sponsored in CA, NY and AL. The largest clients by plan assets are Bot of IUOE Stationary Engineers Local 39 Pension Plan, Board of Trustees Automotive Industries Pension Plan and BRD of Ttees UFCW Local One Pension Fund. Plans reported $2.2M in direct and indirect compensation paid to CSM Advisors, LLC. The median is $23K per plan.
- Participants
- 88,283
- Median plan assets
- $180M
- Median plan participants
- 2,139
- Median fees per plan
- $23K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Bot of IUOE Stationary Engineers Local 39 Pension Plan | CA | $2.2B | 10,820 |
| Board of Trustees Automotive Industries Pension Plan | CA | $2.2B | 22,623 |
| BRD of Ttees UFCW Local One Pension Fund | NY | $1.0B | 17,945 |
| Bay Area Painters and Tapers Pension Trust Fund | CA | $775M | 8,397 |
| Joint Bot Cleveland Bakers and Teamsters Pension Fund | OH | $478M | 9,038 |
| Iron Workers District Council Phila Vicinity Retirement and Pension | NJ | $466M | 4,756 |
| Board of Trustees McAsf Local 725 Pension Trust Fund | FL | $257M | 2,139 |
| Bac Local No. 1 Washington Pension Trust | WA | $180M | 1,706 |
| 24 Hour Fitness USA, LLC | CA | $95.9M | 6,403 |
| Mechanical Contractors Ua Local 119 Pension Plan | AL | $67.4M | 706 |
| Florida Trowel Trades Pension Trust Fund | TN | $61.5M | 1,861 |
| Board of Trustees of Local 1102 Amalgama | NY | $60.6M | 1,593 |
| Healthcare Triangle Inc | CA | $4.1M | 125 |
| Securekloud Technologies Inc | CA | $4.1M | 169 |
| Sightline Hospitality, LLC | CA | $15K | 2 |
- CAParticipants 10,820
- CAParticipants 22,623
- NYParticipants 17,945
- CAParticipants 8,397
- OHParticipants 9,038
- NJParticipants 4,756
- FLParticipants 2,139
- WAParticipants 1,706
- 24 Hour Fitness USA, LLC$95.9MCAParticipants 6,403
- ALParticipants 706
- TNParticipants 1,861
- NYParticipants 1,593
- CAParticipants 125
- CAParticipants 169
- CAParticipants 2
Top client states
- CA7 plans
- NY2 plans
- AL1 plan
- FL1 plan
- NJ1 plan
Frequently asked questions
- Who uses CSM Advisors, LLC?
- 15 retirement plans list CSM Advisors, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bot of IUOE Stationary Engineers Local 39 Pension Plan, Board of Trustees Automotive Industries Pension Plan, BRD of Ttees UFCW Local One Pension Fund, Bay Area Painters and Tapers Pension Trust Fund and Joint Bot Cleveland Bakers and Teamsters Pension Fund. Most client plans are sponsored in CA, NY and AL.
- How many plans does CSM Advisors, LLC serve?
- CSM Advisors, LLC serves 15 retirement plans with $7.9B in plan assets and 88,283 participants, based on the latest Form 5500 filings through 2024.
- What does CSM Advisors, LLC charge?
- Plans reported $2.2M in total Schedule C compensation paid to CSM Advisors, LLC. The median plan paid $23K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets