Plan Ledger DOL Form 5500 · updated monthly

Consilium Company, LLC401(k)

CAP1 401(K) PLAN · WILLIAMSVILLE, NY · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Consilium Company, LLC reported $3,525 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.060%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (4,340th of 5,648), and 1,369th of 2,534 in administrative & support services. active participation has shrunk from 304 to 258 since 2022.

Plan summary
Net assets, end of year$5,693,103
Participants with balances105
Active participants258
Employer contributions$0
Employee contributions$517,111
Employer contribution per active participant$0
Average account balance$54,220
Benefits paid to participants$516,314
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW KERSHNER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 99 accts
2023$5.7M · 105 accts
2022$4.9M · 146 accts
Administrative expenses, itemized · 2023
Investment management$3,525
Total administrative$3,525
The Consilium Company, LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Consilium Company, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE PITTI GROUP WEALTH MANAGEMENTindirect comp
VOYA RETIREMENT INS AND ANNUITY CO · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$3,375 · 0.06%
2023$3,525 · 0.07%
2022$3,115 · 0.06%
Same employer
Similar plansAdministrative & Support Services · New York
Triangle Services, Inc NY$6.1M · 0.96%
Sword Health, Inc. NY$5.8M · 0.74%
Li-Cycle Inc NY$5.5M · 0.65%
W Services Group, LLC NY$5.4M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161510964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.