Plan Ledger DOL Form 5500 · updated monthly

Consigli Building Group, Inc.ESOP

CONSIGLI BUILDING GROUP EMPLOYEE STOCK OWNERSHIP PLAN · MILFORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Consigli Building Group, Inc. reported $1,635 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $953 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 78th-largest of 2,726 plans among Massachusetts employers on file, and the 85th of 5,337 in construction. active participation has grown from 1,341 to 1,634 since 2022.

Plan summary
Net assets, end of year$728,475,364
Participants with balances1,974
Active participants1,634
Employer contributions$1,557,098
Employee contributions—
Employer contribution per active participant$953
Average account balance$369,035
Benefits paid to participants$1,517,642
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$728.5M · 1,974 accts · $1.6M emplr
2023$611.0M · 1,803 accts · $877K emplr
2022$494.1M · 1,572 accts · $639K emplr
Administrative expenses, itemized · 2024
Trustee / custodial$1,635
Total administrative$1,635
Employer contributions to the Consigli Building Group, Inc. plan · 2024
Employer contribution per active participant$953
Median for plans this size$4,294
2024$953 per active participant
2023$576 per active participant
2022$477 per active participant

Consigli Building Group, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1,635 · 0.00%
2023Not separately reported
2022Not separately reported
Similar plansConstruction · Massachusetts

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Source: U.S. Department of Labor, Form 5500 series, EIN 270396940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.