Plan Snapshot
- Plan Sponsor: Consolidated Analytics, INC.
- Sponsor EIN: 800324447
- Sponsor Address: 1 MACARTHUR PLACE, SANTA ANA, CA, 92707
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 198 | $7.0M | $0 | $1.2M |
| 2023 | 155 | $5.6M | $0 | $1.0M |
| 2022 | 162 | $4.4M | $0 | $1.8M |
| 2020 | 220 | $2.4M | $0 | $0 |
| 2019 | 134 | $1.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CARON&BLETZER,PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON&BLETZER,PLLC — 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 | $24,587 | — | — | — | — |
| 2023 | $22,637 | — | — | — | — |
| 2022 | $8,201 | — | — | — | — |
| 2020 | $3,588 | — | — | — | — |
| 2019 | $219 | — | — | — | — |