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Department of Labor filing

CSL BERKSHIRE OPERATING COMPANY,

CSL BERKSHIRE OPERATING COMPANY, 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?

46filing comparison
out of 100

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

$Employer support
$684

Reported employer contributions per active participant.

Higher than about 31% of comparable plans
#People in the filing
855

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$40 / participant

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

Lower cost than about 80% of comparable plans
↗Investment performance
Not available

Plan assets changed 32.7%, 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 · 202446out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions31st percentileTypical peer $1,145 · based on 241 comparable plans
Lower reported administrative expense80th percentileTypical peer $91 · based on 244 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, CSL BERKSHIRE OPERATING COMPANY, reported $584,934 in employer contributions across the plan and 855 active participants. That works out to $684 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 proxy92%

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 62.3%

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

Expense trendUp 343.7%

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

Peer context46/100

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
$584,934
Participant contributions
$1,101,497
Other contributions
$118,811
Employer share of reported contributions
34.7%
Beginning assets
$4,512,426
Ending assets
$5,990,096
Ending net assets
$5,990,096
Ending liabilities
$0
Total income
$2,422,794
Total expenses
$945,124
Administrative expenses
$31,732
Participant loans
$231,882

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
$421
2023
$699
2024
$684
Plan-paid administrative expenses per participant
2022
$9
2023
$16
2024
$40
Active participants
2022
560
2023
662
2024
855
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$6848556M20251014050155NAL0002129041001
2023$6996624.5M20241013091547NAL0050194578001
2022$4215602.8M20231013053048NAL0021318947001

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
3.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
813363591-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2016
Industry
Real estate
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

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.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, I2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251014050155NAL0002129041001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗