Consolidated Analytics, Inc. 401(k) Plan: Login, Facts & Contact Information

Consolidated Analytics, Inc. 401(k) Plan Facts

Plan name
CONSOLIDATED ANALYTICS, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CONSOLIDATED ANALYTICS, INC.
Participants
253 (155 active employees)
Former employees with a balance
71
Plan assets
$6,942,157 at Dec 31, 2023
Average account balance
$32,746 across 212 accounts
Employer contributions
$220,800 in plan year 2023 (14% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
May 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Jun 30, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1.54 million went into the plan in contributions, $220,800 of it from the employer (14%).
  • $1.01 million was paid out to participants.
  • Investment and other income added $832,238.
  • Administrative expenses were $22,637, about $107 per account.

How the Consolidated Analytics, Inc. 401(k) changed, 2019–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019125$1.12 million$57,271$14,054
2020134$2.45 million$281,300$150,365
2021220$4.74 million$432,200$432,925
2022460$5.61 million$389,300$1.06 million
2023253$6.94 million$220,800$1.01 million

Consolidated Analytics, Inc. 401(k) Contact Information

Phone
949-988-7200
Mailing address
1 MACARTHUR PLACE STE 100, SANTA ANA CA 92707
Plan sponsor
CONSOLIDATED ANALYTICS, INC.
Employer identification number (EIN)
80-0324447
Plan number
001

Questions about the Consolidated Analytics, Inc. 401(k)

Does Consolidated Analytics, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $220,800, 14% of all contributions.

Does the Consolidated Analytics, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Consolidated Analytics, Inc 401(k) plan?

253 participants at the start of plan year 2023, 155 of them active employees, and 71 former employees who still had money in the plan.

What is the average 401(k) balance at Consolidated Analytics, Inc?

About $32,746 per account: $6.94 million in plan assets across 212 accounts with a balance at the end of plan year 2023.

Who manages the Consolidated Analytics, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Consolidated Analytics, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 275 TECHNOLOGY DRIVE SUITE 101, CANONSBURG, PA, 153179565
Headquarter: 910 LOUISIANA STREET SUITE 2400, HOUSTON, TX, 77002
Headquarter: 200 4TH AVENUE SOUTH, NASHVILLE, TN, 37201
Headquarter: 1 FIRST AMERICAN WAY, SANTA ANA, CA, 92707
Headquarter: 79 FIFTH AVENUE 3RD FLOOR, NEW YORK, NY, 10003