Original filing (PDF)20250815141727NAL0014497024001

CONSOLIDATED COMMUNICATIONS, INC.

Name: CONSOLIDATED COMMUNICATIONS, INC. — CONSOLIDATED COMMUNICATIONS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CONSOLIDATED COMMUNICATIONS, INC.

Form 5500

FILING_RECEIVED

CONSOLIDATED COMMUNICATIONS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

2,715

Accounts w/ balance

4,124

Plan assets (EOY)

$1.2B

Net assets (EOY)

$1.2B

How this plan invests

This plan

16 pooled trusts

Schedule D

351 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (3 bps vs 5 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED COMMUNICATIONS, INC..

Plan sponsor

Name

CONSOLIDATED COMMUNICATIONS, INC.

EIN

02-0636475

Address

508 OLD MAGNOLIA ROAD · CONROE, TX · 77304

Phone

(833) 224-1300

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WEST & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$195K	—
FIRST MID WEALTH MANAGEMENT	—	MATTOON, IL	NONE	$81K	—
WEST & COMPANY, LLC	—	SULLIVAN, IL	NONE	$24K	—
MORNINGSTAR	—	CHICAGO, IL	NONE	$12K	—

Investments

346 direct securities · 16 pooled funds· $1.0B(89% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$561.0M

16 holdings

Uncategorized

$474.8M

346 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
TRP US TREASURY MM TRUST	—	—	—	$139.0M	12.0%
T. ROWE PRICE GROWTH STOCK TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013	Common Collective Trust	—	—	$139.0M	12.0%
TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	$74.3M	$85.1M	7.3%
T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	—	—	$68.9M	5.9%
T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	—	—	$66.0M	5.7%
T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	—	—	$61.7M	5.3%
T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	—	—	$38.4M	3.3%
T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	—	—	$28.4M	2.5%
T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	—	—	$20.0M	1.7%
T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	—	—	$16.3M	1.4%
T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001	Common Collective Trust	—	—	$12.1M	1.0%
TRP GROWTH STOCK TRUST	—	—	—	$9.3M	0.8%
TRP US VALUE EQUITY TRUST	—	—	—	$9.2M	0.8%
T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001	Common Collective Trust	—	—	$9.1M	0.8%
T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	—	—	$8.5M	0.7%
TRP BOND TRUST I	—	—	—	$7.8M	0.7%
TRP GROWTH STOCK TRUST	—	—	—	$7.8M	0.7%
TRP US VALUE EQUITY TRUST	—	—	—	$7.7M	0.7%
TRP GROWTH STOCK TRUST	—	—	—	$7.1M	0.6%
TRP US VALUE EQUITY TRUST	—	—	—	$6.9M	0.6%
TRP US LARGE-CAP CORE TRUST	—	—	—	$6.4M	0.6%
TRP EQUITY INDEX TRUST	—	—	—	$6.3M	0.5%
TRP US LARGE-CAP CORE TRUST	—	—	—	$5.3M	0.5%
TRP BOND TRUST I	—	—	—	$5.2M	0.4%
TRP EQUITY INDEX TRUST	—	—	—	$5.2M	0.4%
TRP BOND TRUST I	—	—	—	$5.2M	0.4%
TRP US LARGE-CAP CORE TRUST	—	—	—	$4.9M	0.4%
TRP EQUITY INDEX TRUST	—	—	—	$4.7M	0.4%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$4.6M	0.4%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$4.4M	0.4%
TRP US VALUE EQUITY TRUST	—	—	—	$4.3M	0.4%
TRP GROWTH STOCK TRUST	—	—	—	$4.3M	0.4%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$4.0M	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$3.8M	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$3.7M	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$3.6M	0.3%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$3.6M	0.3%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$3.5M	0.3%
T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001	Common Collective Trust	—	—	$3.3M	0.3%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$3.3M	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$3.3M	0.3%
TRP GROWTH STOCK TRUST	—	—	—	$3.1M	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$3.1M	0.3%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$3.1M	0.3%
TRP US VALUE EQUITY TRUST	—	—	—	$3.1M	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$3.0M	0.3%
TRP US LARGE-CAP CORE TRUST	—	—	—	$2.9M	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$2.9M	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$2.9M	0.3%
TRP BOND TRUST I	—	—	—	$2.9M	0.3%
TRP INTERNATIONAL BOND TRUST	—	—	—	$2.8M	0.2%
TRP BOND TRUST I	—	—	—	$2.8M	0.2%
TRP US VALUE EQUITY TRUST	—	—	—	$2.5M	0.2%
TRP GROWTH STOCK TRUST	—	—	—	$2.5M	0.2%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$2.3M	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$2.3M	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$2.2M	0.2%
TRP US LARGE-CAP CORE TRUST	—	—	—	$2.2M	0.2%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$2.2M	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$2.1M	0.2%
TRP EQUITY INDEX TRUST	—	—	—	$2.1M	0.2%
TRP HEDGED EQUITY TRUST	—	—	—	$2.1M	0.2%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$2.0M	0.2%
TRP HEDGED EQUITY TRUST	—	—	—	$2.0M	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$1.9M	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$1.9M	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$1.9M	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$1.9M	0.2%
TRP INTERNATIONAL BOND TRUST	—	—	—	$1.8M	0.2%
TRP BOND TRUST I	—	—	—	$1.8M	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$1.8M	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$1.8M	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$1.7M	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$1.7M	0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.7M	0.1%
TRP EQUITY INDEX TRUST	—	—	—	$1.7M	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$1.6M	0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$1.6M	0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$1.6M	0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$1.6M	0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$1.5M	0.1%
TRP GROWTH STOCK TRUST	—	—	—	$1.5M	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$1.5M	0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$1.5M	0.1%
T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001	Common Collective Trust	—	—	$1.5M	0.1%
TRP BOND TRUST I	—	—	—	$1.5M	0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$1.5M	0.1%
RETIREMENT 2020 TRUST INCOME FUND T.ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	—	—	$1.5M	0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$1.4M	0.1%
TRP REAL ASSETS TRUST I	—	—	—	$1.4M	0.1%
TRP HIGH YIELD TRUST	—	—	—	$1.4M	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$1.4M	0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$1.3M	0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$1.3M	0.1%
T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001	Common Collective Trust	—	—	$1.3M	0.1%
TRP GROWTH STOCK TRUST	—	—	—	$1.3M	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$1.3M	0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$1.3M	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$1.2M	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$1.2M	0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$1.2M	0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$1.2M	0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$1.2M	0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$1.2M	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$1.2M	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$1.1M	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$1.1M	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$1.1M	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$1.1M	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$1.1M	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$1.0M	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$1.0M	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$1.0M	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$1.0M	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$1.0M	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$1.0M	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$1.0M	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$987K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$983K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$983K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$972K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$964K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$961K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$952K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$899K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$887K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$874K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$837K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$835K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$830K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$826K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$797K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$791K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$790K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$774K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$757K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$730K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$719K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$693K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$691K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$675K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$664K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$655K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$649K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$631K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$625K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$615K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$612K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$610K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$604K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$586K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$584K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$573K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$565K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$565K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$549K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$540K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$538K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$537K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$527K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$526K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$526K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$525K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$523K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$497K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$486K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$455K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$451K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$450K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$420K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$409K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$401K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$399K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$398K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$395K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$394K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$389K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$381K	<0.1%
TRP BOND TRUST I	—	—	—	$377K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$377K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$373K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$371K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$369K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$356K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$355K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$354K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$352K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$349K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$345K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$343K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$342K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$341K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$334K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$329K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$321K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$316K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$316K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$305K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$302K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$297K	<0.1%

Showing top 200 of 362 investments by value.