Plan Snapshot
- Plan Sponsor: Consolidated Asset Management, INC. Dba Cam Properties
- Sponsor EIN: 860744812
- Sponsor Address: 301 EAST BETHANY HOME ROAD, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $2.6M
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 | 240 | $2.6M | $294,445 | $600,698 |
| 2023 | 204 | $1.8M | $278,393 | $533,957 |
| 2022 | 190 | $967,901 | $217,684 | $427,835 |
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 |
|---|---|---|---|---|
| ARCWOOD FINANACIAL LLC | Other Service Provider | — | $10,131 | $10,131 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,131
- Estimated Expense Ratio: 0.388% of plan assets
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 | $9,334 | — | $9,334 | — | — |
| 2023 | $16,150 | — | $14,950 | — | — |
| 2022 | $5,000 | — | $5,000 | — | — |