Plan Snapshot
- Plan Sponsor: Consolidated Asset Management Services, LLC
- Sponsor EIN: 412239010
- Sponsor Address: 910 LOUISIANA STREET, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 1,449
- Total Assets: $202.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,449 | $202.8M | $12.1M | $15.1M |
| 2023 | 1,293 | $167.9M | $11.0M | $14.0M |
| 2022 | 1,240 | $130.6M | $9.7M | $12.2M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
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 | $504,186 | $140,894 | $350,255 | — | — |
| 2023 | $522,329 | — | $522,329 | — | — |
| 2022 | $414,752 | — | $414,752 | — | — |