Consolidated Support Company, LLC

89
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
89
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (12)
Average in Peer Group (69)
Highest in Peer Group (89)

Plan Description

Consolidated Support Co., LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 89, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Salary Deferral. Consolidated Support Co., LLC 401k Plan currently has over 600 active participants and over $11.7M in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 213 N Broadway Street
  • Location
    Checotah , OK
  • 74426
  • Industry
    Offices of Dentists
  • Administrator
    Bryan Coleman
  • Net Plan Assets
    $11,700,000
  • Total Participants
    640
  • Avg Account Balance
    $18,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Below Avg.

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
DFA Global 60/40 32%
84%
DFA US Large Cap Value I 8%
31%
DFA US Large Company 6%
3%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Paychex, Inc.
Recordkeeper
Paychex, Inc.
Investment Adviser
Wealth Management Advisors, Inc. (Ks)
Recordkeeper
Wealth Management Advisors, Inc. (Ks)
Auditor
Muret CPA, PLLC

Articles and Questions

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