# Consolidated Asset Management Services, LLC DB Plan
Source: https://planprovider.pro/companies/consolidated-asset-management-services-llc-plan-004

> Consolidated Asset Management Services, LLC's DB plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Consolidated Asset Management Services, LLC

- **Sponsor EIN:** 412239010

- **Sponsor Address:** 910 LOUISIANA ST., SUITE 2400, HOUSTON, TX, 77002

- **Plan Type:** DB

- **Total Participants:** 139

- **Total Assets:** $20.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|139|$20.4M|$2.8M|$0|

| 2023|144|$17.9M|$3.1M|$0|

| 2022|19|$14.5M|$3.0M|$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|

| UBS FINANCIAL SERVICES INC.|NONE|$52,037|—|$52,037|

| CROWE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/aspire-financial-services) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,037

- **Estimated Expense Ratio:** 0.254% 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|$133,460|—|—|—|—|

| 2023|$286,129|—|$4,037|—|—|

| 2022|—|—|—|—|—|

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