· 2022–2024 · DOL EFAST2

Consolidated Affiliates LLC — Consolidated, Form 5500 (2025)

Original filing (PDF)20260624145534NAL0008206401001

Consolidated Affiliates LLC

Form 5500-SF

FILING_RECEIVED

Consolidated Affiliates LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Consolidated Affiliates LLC's Consolidated Affiliates LLC 401(k) Profit Sharing Plan & Trust held $7.0M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

90

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSOLIDATED AFFILIATES LLC.

Plan sponsor

Name

CONSOLIDATED AFFILIATES LLC

EIN

22-3558564all filings

Address

125 HALF MILE RD STE 103 · RED BANK, NJ · 077016749

Phone

(732) 326-1800

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-24

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Verra 403(b) Plan

$7.0M · 63 participants

Ecotrust Defined Contribution Retirement Plan

$7.0M · 67 participants

The Markham Group LLC

The Markham Group LLC 401(k) Plan

$7.0M · 117 participants

Enformion LLC 401(k) Profit Sharing Plan & Trust

$7.0M · 72 participants

Business Acquisitions & Mergers LLC

Business Acquisitions & Mergers, LLC 401(k) Retirement Plan

$7.0M · 7 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.