Cams 401(K) Plan — Form 5500 plan (Consolidated Asset Management Services, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cams 401(K) Plan is a benefit plan reported by Consolidated Asset Management Services, LLC under EIN 41-2239010 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,621 participants and $167,923,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consolidated Asset Management Services, LLC
- EIN
- 41-2239010
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,621
- End-of-year plan assets
- $167,923,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,621 | H, C | 20241015171728NAL0015158467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,923,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,923,578
- Net assets (BOY)
- $130,616,059
Income & contributions
- Employer contributions
- $11,038,875
- Participant contributions
- $14,002,372
- Total contributions
- $29,978,081
- Total income / additions
- $52,420,282
Expenses & distributions
- Benefits paid
- $15,622,918
- Administrative expenses
- $522,329
- Total expenses
- $16,145,662
- Net increase / (decrease)
- $36,274,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $0 | $117,344 | 2023 |
| Economic Group Pension Services, In | TPA | $0 | $68,199 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $39,496 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors | SERVICE PROVIDER | $30,103 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consolidated Asset Management Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Ubs Financial Services, Inc. — Schedule C compensation
- Economic Group Pension Services, In — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors — Schedule C compensation