Consensus Cloud Services 401(k) match, vesting and fees
What Consensus Cloud Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Singer Lewak (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Consensus Cloud Services: employer contribution per participant | $1,999 | |
| Peer median | $2,188 |
| Consensus Cloud Services: average balance | $92,241 | |
| Peer median | $63,883 |
| Consensus Cloud Services: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $24.2M at the end of plan year 2021 to $44.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 507 | $44.5M | $963K | $1,999 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 462 | $34.4M | $973K | $2,253 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 427 | $25.8M | $881K | $2,270 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 288 | $24.2M | $0 | $0 | 0.01% | Not published | Form 5500 ↗ |
Other Consensus Cloud Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Consensus Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Singer Lewak | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Consensus Cloud Services match 401(k) contributions?
The match terms for the Consensus Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $963K in employer contributions, about $1,999 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Consensus Cloud Services 401(k) match vested?
The vesting schedule for the Consensus Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Consensus Cloud Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Consensus Cloud Services LLC.
I left Consensus Cloud Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Consensus Cloud Services LLC, (502) 533-1033) or the recordkeeper, Fidelity Investments Institutional. The Consensus Cloud Services old 401(k) page lists the contacts from every plan filing. Find an old Consensus Cloud Services 401(k)
Data from the public Form 5500 annual reports Consensus Cloud Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Consensus Cloud Services. Not financial advice. Report a correction · Methodology