Retirement plan

CONSOLIDATED SHOE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Name: CONSOLIDATED SHOE COMPANY, INC. - CONSOLIDATED SHOE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN (2024) Form 5500
Creator: CONSOLIDATED SHOE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSOLIDATED SHOE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN, CONSOLIDATED SHOE COMPANY, INC.

CONSOLIDATED SHOE COMPANY, INC.EIN 54-0180070Plan #002PY 2024

22290 TIMBERLAKE ROAD - LYNCHBURG, VA 24502434-239-0391consolidatedshoe.comLinkedIn51-200 employeesapparel & fashion

Other plans on this EIN

1 filing

#001Retirement-$8.6M assets

Prospect flagsHigh feesLow employer contribution

Top hat statement on fileNQDC

Filed October 18, 2004 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$2.8M

+12.9% from 2023

Total participants

-35.3% from 2023

Average account balance

$51,244

+29.4% from 2023

Annual return

14.48%

-5.30 pp from 2023

Benchmarks

See 9,019 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,019 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.82M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$51K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.48%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2801

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$4,784
GLOBAL RETIREMENT PARTNERS LLC5 years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903	Advisory (Plan)	$3,690
WELLTH ADVISORY SERVICES LLC1 year Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435	Advisory (Plan)	$2,816
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,226
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD · CHARLOTTESVILLE, VA 22911	Contract Administrator	$260

Plan features & details

Pension benefit codes2F2H2I2J2K2P2Q3I

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2I
Stock bonus
Stock bonus plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$154K

$6163 / participant

Other / not subdivided$154K100.0%

% of EOY assets

5.466%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,244

$101,724-49.6%

$164,813-68.9%

$80,856-36.6%

Participation rate

100.0%

71.8%+28.2pp

78.6%+21.4pp

67.6%+32.4pp

Annual return

14.48%

16.72%-2.2pp

69.93%-55.5pp

35.59%-21.1pp

Employer contribution / active EE

$225

$2,953-92.4%

$4,341-94.8%

$2,755-91.8%

Participant deferral / active EE

$3,964

$4,477-11.5%

$6,031-34.3%

$4,296-7.7%

Admin fee / account holder

$2,801

$8,227-66.0%

$12,690-77.9%

$6,918-59.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$4,784

GLOBAL RETIREMENT PARTNERS LLC5 years

Service code 27

4340 REDWOOD HWY · SAN RAFAEL, CA 94903

Advisory (Plan)

$3,690

WELLTH ADVISORY SERVICES LLC1 year

Service code 27

722 ESSINGTON RD STE A · JOLIET, IL 60435

Advisory (Plan)

$2,816

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,226

BLUE CHIP RETIREMENT PLANS, INC.10+ years

Filed as: BLUE RIDGE ESOP ASSOCIATES

Service code 13

154 HANSEN RD · CHARLOTTESVILLE, VA 22911

Contract Administrator

$260

CONSOLIDATED SHOE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSOLIDATED SHOE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion