Back to filter
Original filing (PDF)20251015101922NAL0002134451001
CONSOCIATE, INC.
Form 5500
FILING_RECEIVED
CONSOCIATE DANSIG 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
185
Accounts w/ balance
178
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
18 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Investment at Contract Value *Principal Guaranteed Option Account" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOCIATE, INC..
Plan sponsor
Name
CONSOCIATE, INC.
EIN
47-5376759
Address
111 EAST DECATUR STREET · DECATUR, IL · 625212604
Phone
(800) 429-5495
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
19 direct securities · 18 pooled funds· $11.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.9M
17 holdings
Pooled Separate Account
$2.0M
5 holdings
Mutual Funds
$1.2M
1 holding
Pooled Separate Accounts
$945K
1 holding
Common Collective Trust
$36K
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment at Contract Value *Principal Guaranteed Option Account | — | — | — | $2.6M | 25.8% | |
| Fidelity 500 Index Fund 2,267 Shares | — | — | — | $2.0M | 19.6% | |
| PIMCO Income Institutional 23,164 Shares | Mutual Funds | — | — | $1.2M | 11.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $945K | 9.5% | |
| s *Principal Core Fixed Income Separate Account 12,494 Units | Pooled Separate Accounts | — | — | $945K | 9.5% | |
| Fidelity International Index Fund 2,723 Shares | — | — | — | $565K | 5.7% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $549K | 5.5% | |
| JP Morgan Large Cap Value R6 6,040 Shares | — | — | — | $505K | 5.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $326K | 3.3% | |
| Fidelity Mid Cap Index Fund 1,560 Shares | — | — | — | $258K | 2.6% | |
| Fidelity Small Cap Index Fund 1,895 Shares | — | — | — | $210K | 2.1% | |
| Notes Receivable from Participants, Interest Rates Ranging from 4.25% to 9.50%; Maturities Through December 2029 | — | — | — | $165K | 1.7% | |
| American Funds New Perspective R6 230 Shares | — | — | — | $161K | 1.6% | |
| Principal Mid Cap Value I Separate Account 335 Units | — | — | — | $123K | 1.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $123K | 1.2% | |
| DFA US Small Cap Index Fund 606 Shares | — | — | — | $121K | 1.2% | |
| JanusHenderson Enter N Fund 168 Shares | — | — | — | $102K | 1.0% | |
| PGIM Jennison Small Co R6 Fund 935 Shares | — | — | — | $95K | 1.0% | |
| Cohen & Steers I Realty 239 Shares | — | — | — | $49K | 0.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $17K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12K | 0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $12K | 0.1% | |
| Lord Abbett Inf Focused R6 Fund 216 Shares | — | — | — | $9K | <0.1% | |
| (E) | — | — | $1K | $9K | <0.1% | |
| DFA Emerging Markets I Fund 52 Shares | — | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3K | <0.1% | |
| Franklin High Income R6 Fund 226 Shares 786 Hartford World Bond R6 Fund 31 Shares | — | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $511 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Finance & Insurance plans
SF INVESTMENTS, INC.
SF INVESTMENTS, INC. 401(K) PLAN AND TRUST
$9.9M · 10 participants
COGNITIVE CAPITAL, LLC
COGNITIVE CAPITAL, LLC 401(K) PLAN
$9.9M · 27 participants
FIRST NATIONAL BANK OF MIDDLE TENNESEE
FNBMT 401(K) PLAN
$9.8M · 144 participants
CALVERT IMPACT CAPITAL, INC
CALVERT IMPACT CAPITAL 401(K) PLAN
$9.8M · 36 participants
CHARDAN CAPITAL MARKETS, LLC
CHARDAN 401(K) PLAN
$9.8M · 48 participants
ANGLE ADVISORS, LLC
ANGLE ADVISORS, LLC 401(K) PLAN
$10.1M · 26 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B