Consolidated Investment Group, Llc 401(k) Plan: Login, Facts & Contact Information

Consolidated Investment Group, Llc 401(k) Plan Facts

Plan name
CONSOLIDATED INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
CONSOLIDATED INVESTMENT GROUP, LLC
Participants
107 (69 active employees)
Plan assets
$12,852,094 at Dec 31, 2024
Average account balance
$158,668 across 81 accounts
Employer contributions
$213,057 in plan year 2024 (24% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 15, 2002
— 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-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $900,382 went into the plan in contributions, $213,057 of it from the employer (24%).
  • $1.22 million was paid out to participants.
  • Investment and other income added $1.68 million.

How the Consolidated Investment Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019141$7.26 million$265,532$287,968
2020136$9.19 million$292,255$265,282
2021128$11.3 million$303,434$639,494
2022129$9.43 million$235,181$621,551
2023108$11.6 million$244,988$409,304
2024107$12.9 million$213,057$1.22 million

Consolidated Investment Group, Llc 401(k) Contact Information

Phone
303-789-2664
Mailing address
18 INVERNESS PLACE EAST, ENGLEWOOD CO 801125622
Plan sponsor
CONSOLIDATED INVESTMENT GROUP, LLC
Employer identification number (EIN)
84-1505540
Plan number
001

Questions about the Consolidated Investment Group, Llc 401(k)

Does Consolidated Investment Group, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $213,057 in employer contributions for plan year 2024.

Does the Consolidated Investment Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Consolidated Investment Group, Llc 401(k) plan?

107 participants at the start of plan year 2024, 69 of them active employees.

What is the average 401(k) balance at Consolidated Investment Group, Llc?

About $158,668 per account: $12.9 million in plan assets across 81 accounts with a balance at the end of plan year 2024.

Who manages the Consolidated Investment Group, Llc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Consolidated Investment Group, Llc. How do I access my 401(k)?

Your account stays with Principal 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.

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