Eduserve 401(k) plan

Eduserve, Inc., FT Lauderdale, FL. EIN 83-4481053. Annual reports 2009–2024. Also filed as Charter Schools USA, Inc.; Charter Schools USA, Inc.

Eduserve, Inc. has one active retirement plan on file, the Eduserve/Csusa Retirement Plan, with 8,789 participants and $84.0 million in assets in 2024. OneAmerica has been its recordkeeper since 2019. No traditional pension plan appears in Eduserve's filings since 2009.

Active plans: 1
Participants: 8,789
Plan assets: $84.0 million
401(k) recordkeeper: OneAmerica
Plans on file: 1
Industry: Education

The plan

Eduserve/Csusa Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 83-4481053
Participants (2024): 8,789
Net assets (2024): $84.0 million
Recordkeeper: OneAmericaEarlier: Transamerica (2012–2018), Voya (2009–2011)
Plan administrator: Fiduciary Consulting Group, Inc.
P.O. Box 11408
Murfreesboro, TN 37129
(615) 848-0015As filed for 2024
In effect since: January 1, 1999

Earlier sponsor: Charter Schools USA, Inc. (2009–2019).

Earlier plan names: Charter Schools USA, Inc. 401K Plan; Charter Schools USA, Inc 401K Plan; Charter Schools USA Retirement Plan; Eduserve Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,789	$84.0 million	OneAmerica
2023	8,199	$67.1 million	OneAmerica
2022	7,471	$50.9 million	OneAmerica
2021	6,957	$53.4 million	OneAmerica
2020	7,518	$45.1 million	OneAmerica
2019	7,716	$36.2 million	OneAmerica
2018	7,189	$27.6 million	Transamerica
2017	6,881	$25.7 million	Transamerica
2016	6,067	$19.0 million	Transamerica
2015	4,807	$16.3 million	Transamerica
2014	4,742	$14.9 million	not listed
2013	3,037	$12.8 million	not listed
2012	1,867	$10.2 million	Transamerica
2011	2,777	$8.2 million	Voya
2010	2,020	$7.7 million	Voya
2009	1,870	$6.0 million	Voya

If you had money in one of these plans

Call OneAmerica (oneamerica.com), which runs the Eduserve/Csusa Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((615) 848-0015). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Eduserve/Csusa Retirement Plan

If you had money in one of these plans

What these numbers are

Other education employers in FL