Original filing (PDF)20250718063809NAL0001340881001

CONSILIUM INVESTMENT MANAGEMENT, LLC

Name: CONSILIUM INVESTMENT MANAGEMENT, LLC — CONSILIUM INVESTMENT MANAGEMENT LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONSILIUM INVESTMENT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CONSILIUM INVESTMENT MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSILIUM INVESTMENT MANAGEMENT, LLC.

Plan sponsor

Name

CONSILIUM INVESTMENT MANAGEMENT, LLC

EIN

30-0248720

Address

2400 E COMMERCIAL BLVD. SUITE 900 · FORT LAUDERDALE, FL · 33308

Phone

(954) 315-9380

Industry

Finance & Insurancesee 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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 Finance & Insurance plans

THE INVESTMENT CONSULTING GROUP, LLC

THE INVESTMENT CONSULTING GROUP, LLC PROFIT SHARING PLAN

$2.1M · 8 participants

PRECISION INSURANCE & FINANCIAL SERVICES, INC.

PRECISION INSURANCE & FINANCIAL SERVICES, INC. 401(K) PLAN

$2.1M · 49 participants

ACTIVATE CAPITAL MANAGEMENT, LP

ACTIVATE CAPITAL MANAGEMENT 401(K) PLAN

$2.1M · 17 participants

VALIANT WEALTH, LLC

VALIANT WEALTH, LLC 401(K) PLAN

$2.1M · 12 participants

DCN WEALTH MANAGEMENT, LLC