Consolidated Asset Management Services, LLC's EIN is 41-2239010.
Download the official 2024 Form 5500 (PDF) for Consolidated Asset Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consolidated Asset Management Services, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $52K | — |
| BOLTON PARTNERS, INC. | 52-1231144 | — | NONE | $0 | — |
| SMITH & DOWNEY, P.A. | 52-1839270 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | $3.3M | 16.0% |
