How big is Consolidated Capital Management, LLC's plan?

Consolidated Capital Management, LLC's plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250625141309NAL0007905249001

Consolidated Capital Management, LLC

Name: Consolidated Capital Management, LLC — Consolidated, Form 5500 (2024)
Creator: Consolidated Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Consolidated Capital Management, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Consolidated Capital Management, LLC's Consolidated Capital Management, LLC Cash Balance Pension Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Consolidated Capital Management, LLC's EIN is 84-3897198.

EIN 84-3897198

Plan number 003

Plan year 2024

ACK ID 20250625141309NAL0007905249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Consolidated Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Consolidated Capital Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score