Plan Snapshot
- Plan Sponsor: Consilio, LLC
- Sponsor EIN: 542019342
- Sponsor Address: 1828 L STREET NW SUITE 1070, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 5,572
- Total Assets: $276.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,572 | $276.0M | $11.5M | $28.9M |
| 2023 | 5,009 | $215.8M | $10.0M | $25.5M |
| 2022 | 5,782 | $156.9M | $10.1M | $23.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$117,723 | $4,423 | — | — | — |
| 2023 | $135,201 | — | $300 | — | — |
| 2022 | $24,456 | — | — | — | — |