Consolidated Asset Management Services 401(k) match, vesting and fees
What Consolidated Asset Management 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Crowe, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 159 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| Consolidated Asset Management Services: employer contribution per participant | $6,795 | |
| Peer median | $2,554 |
| Consolidated Asset Management Services: average balance | $114,329 | |
| Peer median | $101,397 |
| Consolidated Asset Management Services: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.10% |
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 $138M at the end of plan year 2021 to $203M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,909 | $203M | $12.1M | $6,795 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 1,768 | $168M | $11M | $6,670 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 1,621 | $131M | $9.7M | $6,473 | 0.31% | Not published | Form 5500 ↗ |
| 2021 | 1,428 | $138M | $7.6M | $5,469 | 0.29% | Not published | Form 5500 ↗ |
Other Consolidated Asset Management Services plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cams Union 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Crowe, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Consolidated Asset Management Services Pension 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.
| Independent auditor | Crowe, LLP | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Consolidated Asset Management Services match 401(k) contributions?
The match terms for the Cams 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $12.1M in employer contributions, about $6,795 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Consolidated Asset Management Services 401(k) match vested?
The vesting schedule for the Cams 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Consolidated Asset Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Consolidated Asset Management Services, LLC.
I left Consolidated Asset Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Consolidated Asset Management Services, LLC, (713) 751-0275) or the recordkeeper, Empower Annuity Insurance Company. The Consolidated Asset Management Services old 401(k) page lists the contacts from every plan filing. Find an old Consolidated Asset Management Services 401(k)
Data from the public Form 5500 annual reports Consolidated Asset Management 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 Consolidated Asset Management Services. Not financial advice. Report a correction · Methodology