# Consolidated Analytics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/consolidated-analytics-inc-401k-plan

> Consolidated Analytics, INC.'s 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|—|

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