Back to filter
Original filing (PDF)20251008052417NAL0012975874001
CONSULTING SERVICES GROUP, LLC
Form 5500
FILING_RECEIVED
CONSULTING SERVICES GROUP, LLC 401K PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
204
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
23 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 CONSULTING SERVICES GROUP, LLC.
Plan sponsor
Name
CONSULTING SERVICES GROUP, LLC
EIN
80-0567247
Address
205 VAN BUREN STREET · SUITE 310 · HERNDON, VA · 20170
Phone
(540) 751-3215
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $33K | — |
Investments
23 direct securities· $16.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $3.0M | 18.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.7M | 16.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.4M | 8.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.4M | 8.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $869K | 5.3% | |
| CALVERT BOND FUND I 650 REGISTERED INVESTMENT COMPANY FID SMALL CAP INDEX | Registered Investment Companies | — | — | $866K | 5.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $838K | 5.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $727K | 4.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $722K | 4.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $637K | 3.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $597K | 3.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $528K | 3.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $478K | 2.9% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $333K | 2.0% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $223K | 1.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $212K | 1.3% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $144K | 0.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $139K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $132K | 0.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $60K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $43K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $22K | 0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $10K | <0.1% |
Related plans
Other plans using GALLAGHER BENEFIT SERVICES
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
THE NEW YORK AND PRESBYTERIAN HOSPITAL
NEWYORK-PRESBYTERIAN PENSION PLAN
$2.5B · 19,908 participants
BOARD OF TRUSTEES OF 1199SEIU NBF HEALTH AND HUMAN SERVICE EMPLOYEES
1199SEIU NATIONAL BENEFIT FUND FOR HEALTH & HUMAN SERVICE EMPLOYEES
$1.6B · 116,828 participants
TRUSTEES OF UNITE HERE HEALTH
UNITE HERE HEALTH
$1.4B · 126,506 participants
MUFG BANK, LTD.
MUFG BANK, LTD. RETIREMENT PLAN
$1.1B · 4,560 participants
REXEL USA, INC.
REXEL USA, INC. SECTION 401(K) SAVINGS PLAN
$972.5M · 7,235 participants
Similar-size All Other Professional Services plans
MC3, INC.
MC3, INC. 401(K) PLAN
$16.3M · 89 participants
DNANEXUS, INC.
DNANEXUS, INC. 401(K) PLAN
$16.3M · 147 participants
SMARTCOMMS, LLC
SMARTCOMMS, LLC 401(K) PROFIT SHARING PLAN
$16.3M · 117 participants
DLC RESOURCES, INC.
DLC RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$16.3M · 255 participants
LUMIVERO, LLC
LUMIVERO, LLC 401(K) RETIREMENT PLAN
$16.3M · 127 participants
CHANGE ACADEMY AT LAKE OF THE OZARKS, LLC
EMBARK BEHAVIORAL HEALTH 401(K) PLAN
$16.3M · 1,356 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B