DOL Form 5500 · 2024 Plan Year

CSAA INSURANCE SERVICES, INC.

CSAA INSURANCE GROUP 401(K) PLAN

Defined ContributionCA
$872.3M
Plan Assets
5,069
Participants
2024
Plan Year
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Plan Details

Plan Name
CSAA INSURANCE GROUP 401(K) PLAN
Sponsor
CSAA INSURANCE SERVICES, INC.
Sponsor EIN
464417209
Plan Number
002
Location
WALNUT CREEK, CA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$872.3M
Participants
5,069
Filing Received
October 13, 2025
Plan Year
2024

About this Plan

CSAA INSURANCE GROUP 401(K) PLAN is a defined contribution retirement plan sponsored by CSAA INSURANCE SERVICES, INC., headquartered in WALNUT CREEK, CA, holding approximately $872.3M in plan assets on behalf of 5,069 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).