Plan Snapshot
- Plan Sponsor: Consensus Cloud Services LLC
- Sponsor EIN: 510371142
- Sponsor Address: 700 S. FLOWER STREET, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 401 | $44.5M | $963,476 | $4.5M |
| 2023 | 404 | $34.4M | $973,179 | $4.2M |
| 2022 | 405 | $25.8M | $880,716 | $3.3M |
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 | $58,255 | — | $58,255 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $56,578 | — | $56,578 |
| SINGERLEWAK LLP | ACCOUNTANT/AUDITOR | $22,900 | — | $22,900 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,424 | — | $15,424 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- SINGERLEWAK LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,157
- Estimated Expense Ratio: 0.344% 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 | $153,158 | $72,002 | — | $22,900 | — |
| 2023 | $114,991 | $50,155 | — | $19,300 | — |
| 2022 | $72,792 | $4,343 | — | — | — |