Plan Snapshot
- Plan Sponsor: Cdm, INC.
- Sponsor EIN: 222702871
- Sponsor Address: 130 AMERICAN BOULEVARD, TURNERSVILLE, NJ, 08012
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 257 | $8.9M | $303,602 | $699,112 |
| 2023 | 233 | $5.3M | $309,424 | $627,884 |
| 2022 | 229 | $4.0M | $233,192 | $459,369 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MARCUM LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $34,773 | $25,555 | $6,868 | — | — |
| 2023 | $28,906 | $24,167 | $2,014 | — | — |
| 2022 | $17,996 | $11,347 | $5,524 | — | $1,125 |