How big is Consilium Partner Group, LLC's plan?

Consilium Partner Group, LLC's plan reported $6.2M in assets and 15 participants for 2024.

Original filing (PDF)20250612091939NAL0026918752001

Consilium Partner Group, LLC

Name: Consilium Partner Group, LLC — Consilium Partner, Form 5500 (2024)
Creator: Consilium Partner Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Consilium Partner Group, LLC 401(k) Plan

401(k) retirement plan · Consilium Partner Group, LLC's Consilium Partner Group, LLC 401(k) Plan held $6.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Melissa Versnik signed Consilium Partner Group, LLC's 2024 Form 5500 as plan administrator.

Melissa Versnik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Consilium Partner Group, LLC's EIN is 82-3855207.

EIN 82-3855207

Plan number 001

Plan year 2024

ACK ID 20250612091939NAL0026918752001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Consilium Partner Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Consilium Partner Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSILIUM PARTNER GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score