Plan Ledger DOL Form 5500 · updated monthly

Consolidated Asset Management Services, LLC401(k)

CAMS 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Consolidated Asset Management Services, LLC reported $504,186 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,318 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 2 years on file its reported administrative ratio fell from 0.31% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 394th-largest of 5,688 plans among Texas employers on file, and the 146th of 786 in management of companies. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 1,240 to 1,449 since 2022.

Plan summary
Net assets, end of year$202,819,246
Participants with balances1,774
Active participants1,449
Employer contributions$12,053,479
Employee contributions$15,133,591
Employer contribution per active participant$8,318
Average account balance$114,329
Benefits paid to participants$32,480,823
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$202.8M · 1,774 accts · $12.1M emplr
2023$167.9M · 1,655 accts · $11.0M emplr
2022$130.6M · 1,502 accts · $9.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$359,442
Investment management$140,894
Total administrative$504,186
The Consolidated Asset Management Services, LLC 401(k) match · 2024
Employer contribution per active participant$8,318
Median for plans this size$3,635
2024$8,318 per active participant
2023$8,537 per active participant
2022$7,841 per active participant

Consolidated Asset Management Services, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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.

Service providers · 20246
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$104,491
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$32,547
UBS FINANCIAL SERVICES, INCindirect comp
ECONOMIC GROUP PENSION SERVICES, IN · Other servicesindirect comp
ECONOMIC GROUP PENSION SERVICES LLC · Other servicesindirect 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$504,186 · 0.27%
2023$522,329 · 0.35%
2022$414,752 · 0.31%
All plans at this employer2
CAMS 401(K) PLAN401(k)
CAMS UNION RETIREMENT PLAN401(k)
Same employer
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Globe Life Inc. TX$293.2M · 0.06%
Warren Equipment Company TX$238.6M · 0.17%
Southwestern Energy Company TX$208.3M · 0.14%
Hunting U.S. Holdings, Inc. TX$194.0M · 0.14%
Equipment Depot, Inc. TX$155.2M · 0.22%
Pon North America, Inc. TX$117.8M · 0.16%
Atlantic Aviation Fbo Inc. TX$109.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412239010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.