Plan Snapshot
- Plan Sponsor: Consolidated Equipment Group LLC
- Sponsor EIN: 460667951
- Sponsor Address: 5181 STATE HIGHWAY 29, ALEXANDRIA, MN, 56308
- Plan Type: DC
- Total Participants: 242
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 242 | $11.7M | $468,091 | $1.1M |
| 2023 | 170 | $9.7M | $392,683 | $932,058 |
| 2022 | 153 | $7.2M | $363,047 | $840,364 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $44,531 | — | $44,531 |
| KESTRA ADVISORY SERVICES, LLC | Investment Advisor | $24,594 | — | $24,594 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- KESTRA ADVISORY SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,125
- Estimated Expense Ratio: 0.592% 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 | $44,825 | — | $44,825 | — | — |
| 2023 | $31,020 | — | $10,014 | — | — |
| 2022 | $25,853 | — | $25,853 | — | — |