Plan Snapshot
- Plan Sponsor: Cdm Fitness Holdings, LLC
- Sponsor EIN: 841828101
- Sponsor Address: 166 GROVE STREET, FRANKLIN, MA, 02038
- Plan Type: 401(k)
- Total Participants: 432
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 432 | $3.7M | $693,414 | $480,078 |
| 2023 | 245 | $2.4M | $187,138 | $275,595 |
| 2022 | 238 | $3.2M | $200,561 | $318,531 |
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 |
|---|---|---|---|---|
| TAWNEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAWNEY, PLLC — Auditor
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 | $26,700 | $13,528 | — | — | — |
| 2023 | $26,778 | $13,896 | — | — | — |
| 2022 | $30,246 | $604 | — | — | — |