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: 766
- Total Assets: $89.5M
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 | 766 | $89.5M | $6.6M | $9.5M |
| 2023 | 653 | $73.0M | $6.0M | $8.8M |
| 2022 | 680 | $55.9M | $5.6M | $8.0M |
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 | $230,056 | $57,634 | $160,334 | — | — |
| 2023 | $246,030 | — | $246,030 | — | — |
| 2022 | $175,786 | — | $156,534 | — | — |