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Original filing (PDF)20230810203527NAL0059074882001
CONSOLIDATED ANALYTICS, INC.
Form 5500
FILING_RECEIVED
CONSOLIDATED ANALYTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
162
Accounts w/ balance
234
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSOLIDATED ANALYTICS, INC..
Plan sponsor
Name
CONSOLIDATED ANALYTICS, INC.
EIN
80-0324447
Address
1500 SOUTH DOUGLASS ROAD, · SUITE 110B · ANAHEIM, CA · 92806
Phone
(949) 988-7200
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-10
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Investments
8 pooled funds· $656K(15% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | $314K | 7.1% |
| NT S&P 500 IDX NL 4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | $157K | 3.5% |
| MFS MID CP GROWTH CT WILMINGTON TRUST, N.A. · EIN 38-4126294 / PN 597 | Common Collective Trust | $73K | 1.6% |
| MFS LRG CAP VALUE CT WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | $66K | 1.5% |
| MFS MID CAP VALUE CT WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | $29K | 0.7% |
| NT EXT MKT IDX NL 4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | $9K | 0.2% |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 223 | Common Collective Trust | $4K | <0.1% |
| NT AGGR BD IDX NL 4 NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | $3K | <0.1% |
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