Retirement plan

CONSOLIDATED INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Name: CONSOLIDATED INVESTMENT GROUP, LLC - CONSOLIDATED INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CONSOLIDATED INVESTMENT GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONSOLIDATED INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN, CONSOLIDATED INVESTMENT GROUP, LLC

CONSOLIDATED INVESTMENT GROUP, LLCEIN 84-1505540Plan #001PY 2024

18 INVERNESS PLACE EAST - ENGLEWOOD, CO 801125622303-789-2664ciginvest.comLinkedIn11-50 employeesinvestment management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$12.9M

+11.1% from 2023

Total participants

102

-2.9% from 2023

Average account balance

$158,668

+16.6% from 2023

Annual return

15.32%

-3.14 pp from 2023

Benchmarks

See 7,155 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,155 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.85M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

117.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$734K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16053

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

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$1.3M

$18845 / participant

Other / not subdivided$1M100.0%

% of EOY assets

10.117%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,668

$138,386+14.7%

$184,260-13.9%

$80,935+96.0%

Participation rate

69.6%

83.9%-14.3pp

86.8%-17.3pp

67.7%+1.9pp

Annual return

15.32%

20.02%-4.7pp

28.84%-13.5pp

35.66%-20.3pp

Employer contribution / active EE

$3,088

$4,851-36.3%

$6,427-52.0%

$2,757+12.0%

Participant deferral / active EE

$7,552

$7,076+6.7%

$9,133-17.3%

$4,299+75.7%

Admin fee / account holder

$16,053

$10,489+53.0%

$13,898+15.5%

$6,924+131.8%

CONSOLIDATED INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONSOLIDATED INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

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