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Original filing (PDF)20251013105055NAL0001744384001
CONSENSUS CLOUD SERVICES LLC
Form 5500
FILING_RECEIVED
CONSENSUS RETIREMENT PLAN
401(k) retirement plan
Active participants
401
Accounts w/ balance
482
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSENSUS CLOUD SERVICES LLC.
Plan sponsor
Name
CONSENSUS CLOUD SERVICES LLC
EIN
51-0371142
Address
700 S. FLOWER STREET · 15TH FLOOR · LOS ANGELES, CA · 90017
Phone
(502) 533-1033
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
3B · Covers self-employed individuals
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SINGER LEWAK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $57K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SINGERLEWAK LLP | 95-2302617 | — | ACCOUNTANT/AUDITOR | $23K | — |
Investments
33 direct securities · 1 pooled fund· $44.5M(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
$43.5M
33 holdings
Common Collective Trust
$979K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered investment company | — | — | — | $10.6M | 23.9% | |
| AB Large Cap Growth Z Registered investment company | — | — | — | $4.4M | 9.8% | |
| American Funds Target Date 2040 R6 Registered investment company | — | — | — | $4.3M | 9.7% | |
| American Funds Target Date 2045 R6 Registered investment company | — | — | — | $3.5M | 7.9% | |
| American Funds Target Date 2050 R6 Registered investment company | — | — | — | $2.3M | 5.1% | |
| American Funds Target Date 2035 R6 Registered investment company | — | — | — | $2.0M | 4.6% | |
| American Funds Target Date 2055 R6 Registered investment company | — | — | — | $1.8M | 4.0% | |
| American Funds Target Date 2030 R6 Registered investment company | — | — | — | $1.7M | 3.8% | |
| Pioneer Bond K Registered investment company | — | — | — | $1.2M | 2.7% | |
| American Funds Target Date 2025 R6 Registered investment company | — | — | — | $1.2M | 2.6% | |
| Invesco Discovery Midcap Growth R6 Registered investment company | — | — | — | $1.2M | 2.6% | |
| Columbia Dividend Income I3 Registered investment company | — | — | — | $1.0M | 2.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $979K | 2.2% | |
| American Century Mid Cap Value R6 Registered investment company | — | — | — | $795K | 1.8% | |
| Fidelity Mid Cap Index Registered investment company | — | — | — | $757K | 1.7% | |
| MFS International Growth R6 Registered investment company | — | — | — | $746K | 1.7% | |
| Fidelity Small Cap Index Registered investment company | — | — | — | $712K | 1.6% | |
| C&S Real Estate Z Registered investment company | — | — | — | $609K | 1.4% | |
| Fidelity International Index Registered investment company | — | — | — | $607K | 1.4% | |
| Undiscovered Managers Behavioral Value Fund R6 Registered investment company | — | — | — | $581K | 1.3% | |
| American Funds Target Date 2060 R6 Registered investment company | — | — | — | $572K | 1.3% | |
| Notes receivable from participants through 2034 | — | — | — | $532K | 1.2% | |
| PIMCO Income Institutional Registered investment company | — | — | — | $441K | 1.0% | |
| American Funds New World R6 Registered investment company | — | — | — | $430K | 1.0% | |
| John Hancock Balanced N Registered investment company | — | — | — | $414K | 0.9% | |
| American Funds Target Date 2020 R6 Registered investment company | — | — | — | $260K | 0.6% | |
| PGIM High Yield R6 Registered investment company | — | — | — | $252K | 0.6% | |
| Fidelity Government Money Market K6 Interest-bearing cash | — | — | — | $197K | 0.4% | |
| American Funds Target Date 2015 R6 Registered investment company | — | — | — | $131K | 0.3% | |
| Lord Abbett Short Duration Income R6 Registered investment company | — | — | — | $117K | 0.3% | |
| MFS New Discovery R6 Registered investment company | — | — | — | $90K | 0.2% | |
| American Funds Target Date 2010 R6 Registered investment company | — | — | — | $58K | 0.1% | |
| Fidelity Inflation-Prot Bd Index Registered investment company | — | — | — | $39K | <0.1% | |
| Fidelity Government Money Market Interest-bearing cash | — | — | — | $8K | <0.1% |
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