Department of Labor filing

CFSC SHARED SERVICES LLC

CFSC SHARED SERVICES, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,356

Reported employer contributions per active participant.

Higher than about 45% of comparable plans

#People in the filing

393

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$97 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 52% of comparable plans

↗Investment performance

Not available

Plan assets changed 22.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202447out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions45th percentileTypical peer $2,620 · based on 595 comparable plans

Lower reported administrative expense52nd percentileTypical peer $101 · based on 590 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CFSC SHARED SERVICES LLC reported $925,890 in employer contributions across the plan and 393 active participants. That works out to $2,356 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy59%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 118.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 13.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context47/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $925,890
Participant contributions: $1,568,037
Other contributions: $33,416
Employer share of reported contributions: 37.1%
Beginning assets: $13,278,950
Ending assets: $16,196,428
Ending net assets: $16,196,428
Ending liabilities: $0
Total income: $4,608,114
Total expenses: $1,690,636
Administrative expenses: $66,639
Participant loans: $245,693

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,080

2023

$2,013

2024

$2,356

Plan-paid administrative expenses per participant

2022

$112

2023

$108

2024

$97

Active participants

2022

301

2023

397

2024

393

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,356	393	16.2M	20251014172042NAL0003490497001
2023	$2,013	397	13.3M	20241015122948NAL0029630945001
2022	$1,080	301	8.9M	20231003110301NAL0037096690001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 263701552-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 2009
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
STANDARD FINANCIAL GROUP	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251014172042NAL0003490497001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗