Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONSOLIDATED BOOKKEEPING AND MAN
EIN 91-1485197graphic designLatest filing 2025
Plans
2
Retirement
2
$695K assets
Welfare
0
Participants
217
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $695K assets / 217 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- (Not disclosed)62%
- ADP BROKER-DEALER38%
Participants 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
CONSOLIDATED BOOKKEEPING AND MANAGEMENT SERVICES, INC 401(K)
401k
Assets$430K
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CONSOLIDATED BOOKKEEPING AND MANAGEMENT SERVICES, INC 401(K)
401k
Assets$265K
Participants110
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 | CONSOLIDATED BOOKKEEPING AND MANAGEMENT SERVICES, INC 401(K) | 401k | $430K | 107 | 2025 | |
| 001 | CONSOLIDATED BOOKKEEPING AND MANAGEMENT SERVICES, INC 401(K) | 401k | $265K | 110 | 2024 |
Retirement plans