# Consensus Cloud Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/j2-cloud-services-llc-401k-plan

> Consensus Cloud Services LLC's 401(k) plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [SINGERLEWAK LLP](https://planprovider.pro/provider/singerlewak-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

## Similar Plans

- [On 24, INC](https://planprovider.pro/companies/on-24-inc-401k-plan) — 386 participants

- [Leantaas, INC.](https://planprovider.pro/companies/leantaas-inc-401k-plan) — 379 participants

- [Motor Vehicle Software Corporation](https://planprovider.pro/companies/motor-vehicle-software-corporation-401k-plan) — 435 participants

- [Everlaw, INC.](https://planprovider.pro/companies/everlaw-inc-401k-plan) — 443 participants

- [Clari, INC.](https://planprovider.pro/companies/clari-inc-plan-001) — 466 participants

- [Sumo Logic, INC.](https://planprovider.pro/companies/sumo-logic-inc-401k-plan) — 479 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j2-cloud-services-llc-401k-plan)

© 2026 PlanProvider.Pro