Consulate Management Company, Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2021. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Consulate Management Company, Llc 401(k) Plan Facts (plan year 2021)

Plan name
LAVIE HOLDCO 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
CONSULATE MANAGEMENT COMPANY, LLC
Participants
10,916 (8,425 active employees)
Former employees with a balance
586
Plan assets
$49,700,567 at Dec 31, 2021
Average account balance
$34,253 across 1,451 accounts
Employer contributions
$30,538 in plan year 2021 (1% of all contributions)
Recordkeeper
Bluestar Retirement Services, Inc.
Plan year
Jan 1, 2021 – Dec 31, 2021
Plan established
Jan 1, 2011
✓ 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 2021 (Jan 1, 2021 – Dec 31, 2021), filed Nov 23, 2022. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2021

  • $3.81 million went into the plan in contributions, $30,538 of it from the employer (1%).
  • $6.56 million was paid out to participants.
  • Investment and other income added $5.43 million.
  • Administrative expenses were $328,164, about $226 per account.

How the Consulate Management Company, Llc 401(k) changed, 2011–2021

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20118,110$15.1 million$1,351$1.90 million
20127,543$17.0 million$1,573$2.07 million
201814,069$37.7 million$11,948$5.49 million
201911,974$43.0 million$14,537$5.18 million
202012,901$47.6 million$15,573$6.01 million
202110,916$49.7 million$30,538$6.56 million

Consulate Management Company, Llc 401(k) Contact Information

Phone
407-571-1550
Mailing address
800 CONCOURSE PARKWAY SOUTH SUITE 200, MAITLAND FL 32751
Plan sponsor
CONSULATE MANAGEMENT COMPANY, LLC
Employer identification number (EIN)
20-5065824
Plan number
002

Questions about the Consulate Management Company, Llc 401(k)

Is the Consulate Management Company, Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2021, and no later filing was found under this employer's EIN.

Does Consulate Management Company, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $30,538, 1% of all contributions.

Does the Consulate Management Company, Llc 401(k) have automatic enrollment?

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

How many people are in the Consulate Management Company, Llc 401(k) plan?

10,916 participants at the start of plan year 2021, 8,425 of them active employees, and 586 former employees who still had money in the plan.

What is the average 401(k) balance at Consulate Management Company, Llc?

About $34,253 per account: $49.7 million in plan assets across 1,451 accounts with a balance at the end of plan year 2021.

Who manages the Consulate Management Company, Llc 401(k) accounts?

BlueStar Retirement Services (listed on the filing as BLUESTAR RETIREMENT SERVICES, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

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