Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONSOLIDUS, LLC
EIN 20-5669637marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
72
526 S. MAIN STREET, SUITE 804 - AKRON, OH 44311330-319-7201consolidus.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 72 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CONSOLIDUS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CONSOLIDUS, LLC 401(K) PLAN
401k
Assets$1.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONSOLIDUS, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 38 | 2024 | |
| 001 | CONSOLIDUS, LLC 401(K) PLAN | 401k | $1.2M | 34 | 2024 |
Retirement plans