· 2022–2024 · DOL EFAST2

Consigli Building Group, Inc. — Consigli Building, Form 5500 (2024)

Original filing (PDF)20250814114002NAL0009573217001

Consigli Building Group, Inc.

Form 5500

FILING_RECEIVED

Consigli Building Group Employee Stock Ownership Plan

Defined-contribution retirement plan · Consigli Building Group, Inc.'s Consigli Building Group Employee Stock Ownership Plan held $729.3M in plan assets for 1,634 participants in 2024.

Signals · 4

100% in single holding100% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

1,634

Accounts w/ balance

1,974

Plan assets (EOY)

$729.3M

Net assets (EOY)

$728.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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.

Compliance & integrity

80

Total plan cost

95

Plan health

58

Vendor & structure

100

Knocking points off

100% of assets in employer securities (concentration risk).
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSIGLI BUILDING GROUP, INC..

Plan sponsor

Name

CONSIGLI BUILDING GROUP, INC.

EIN

27-0396940all filings

Address

72 SUMNER STREET · MILFORD, MA · 01757

Phone

(508) 458-0306

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $729.3M(100% of reported assets)

PI						% of plan
	Consigli Building Group, Inc. 700,000 shares of common stock	Common Stocks	—	$1.0M	$729.3M	100.0%

1–1 of 1

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