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Original filing (PDF)20251001141249NAL0031814018001
CONSILIUM COMPANY, LLC
Form 5500
FILING_RECEIVED
CAP1 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
212
Accounts w/ balance
99
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
32 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSILIUM COMPANY, LLC.
Plan sponsor
Name
CONSILIUM COMPANY, LLC
EIN
16-1510964
Address
PO BOX 490 · WILLIAMSVILLE, NY · 14231
Phone
(800) 913-3243
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHIAMPOU TRAVIS BESAW KERSHNER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | — | — |
| THE PITTI GROUP WEALTH MANAGEMENT | 81-2543575 | — | SERVICE PROVIDER | — | — |
Investments
4 direct securities · 32 pooled funds· $5.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$5.5M
32 holdings
Uncategorized
$265K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA INDEX SOLUTION 2040 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.0M | 19.0% | |
| VANGRD 500 INDEX FUND ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $683K | 12.3% | |
| VOYA INDEX SOLUTION INC P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $614K | 11.1% | |
| VOYA LARGE CAP GROWTH FUND 8 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $494K | 8.9% | |
| VOYA INDEX SOLUTION 2060 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $397K | 7.2% | |
| AMERICAN FUNDS WASH MUTUAL R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $230K | 4.2% | |
| VOYA INDEX SOLUTION 2035 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $189K | 3.4% | |
| VOYA INTERMEDIATE BOND FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $188K | 3.4% | |
| American Funds American Funds Capital Income Builder | — | — | — | $183K | 3.3% | |
| AMERICAN FUNDS CAP INC BLD R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $183K | 3.3% | |
| VOYA FIXED ACCOUNT 4633 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $177K | 3.2% | |
| VANGRD MID-CAP INDEX FUND ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $167K | 3.0% | |
| PIMCO REAL RETURN FUND INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $160K | 2.9% | |
| VANGRD SMALL-CAP INDEX FND ADM MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $155K | 2.8% | |
| AMERICAN FUNDS EUROPACIFIC R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $154K | 2.8% | |
| VOYA INDEX SOLUTION 2045 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $106K | 1.9% | |
| DFA EMERGING MARKETS PT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $100K | 1.8% | |
| VOYA INDEX SOLUTION 2050 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $83K | 1.5% | |
| EATON VANCE ATL CP SMIDCP F R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $45K | 0.8% | |
| maturing through March 2029 -0- | — | — | — | $42K | 0.8% | |
| T Rowe Price VY T Rowe Price Capital Appreciation Portfolio | — | — | — | $36K | 0.7% | |
| VY TRWPR CAP APPREC PORT R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $36K | 0.7% | |
| DFA US TARGETED VL PORT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $35K | 0.6% | |
| CARILLON EAGLE SM CAP GRW R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $33K | 0.6% | |
| PGIM HIGH YIELD FUND R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32K | 0.6% | |
| AB GLOBAL BOND FUND Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $32K | 0.6% | |
| DFA REAL ESTATE SECS PORT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $30K | 0.5% | |
| VOYA INDEX SOLUTION 2065 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $29K | 0.5% | |
| DFA COMMODITY STRATEGY PRT INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $28K | 0.5% | |
| PIMCO INCOME FUND INS MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $26K | 0.5% | |
| VOYA INDEX SOLUTION 2055 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $24K | 0.4% | |
| VIRTUS CRDX MC VL EQ FD R6 MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VOYA Life Insurance and Annuity Company Gov Money Market Fund A | — | — | — | $3K | <0.1% | |
| VOYA GV MNY MKT F A (HLD ACCT) MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VOYA INDEX SOLUTION 2030 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VOYA INDEX SOLUTION 2025 P Z MAP CONTRACT SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $184 | <0.1% |
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