Plan Snapshot
- Plan Sponsor: Consor Engineers, LLC
- Sponsor EIN: 593221706
- Sponsor Address: 6505 WATERFORD DISTRICT, MIAMI, FL, 33126
- Plan Type: 401(k)
- Total Participants: 1,712
- Total Assets: $222.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,712 | $222.7M | $6.9M | $16.4M |
| 2023 | 1,480 | $172.3M | $6.1M | $13.2M |
| 2022 | 1,210 | $119.7M | $4.1M | $10.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $133,261 | — | $133,261 |
| CREATIVE PLANNING LLC | ADVISOR | $82,842 | — | $82,842 |
| ALDRICH CPA'S AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- ALDRICH CPA'S AND ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,103
- Estimated Expense Ratio: 0.097% 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 | $216,013 | $82,842 | — | — | — |
| 2023 | $178,057 | $80,000 | — | — | — |
| 2022 | $77,251 | — | — | — | — |