# Cdm Investment Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cdm-investment-group-inc-200341760-002

> Cdm Investment Group, INC.'s 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cdm Investment Group, INC.

- **Sponsor EIN:** 200341760

- **Sponsor Address:** 13324 CHANDLER ROAD, OMAHA, NE, 68138

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 287

- **Total Assets:** $34.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|287|$34.8M|$1.3M|$2.0M|

| 2023|267|$30.9M|$947,761|$2.1M|

| 2022|268|$15.4M|$729,233|$1.3M|

## 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|

| CREATIVE PLANNING|Investment Advisor|$199,191|—|$199,191|

| NEWPORT GROUP, INC.|Other Service Provider|$66,276|—|$66,276|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $265,467

- **Estimated Expense Ratio:** 0.763% of plan assets

### 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|$262,763|$196,487|$59,497|—|—|

| 2023|$205,333|$153,367|$44,424|—|—|

| 2022|$124,499|$92,012|$32,487|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cdm-investment-group-inc-200341760-002)

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