# Cdm Investment Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cdm-investment-group-inc-200341760-004

> Cdm Investment Group, INC.'s 401(k) plan: 1,086 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:** 004

- **Total Participants:** 1,086

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,086|$11.9M|$0|$485,247|

| 2023|1,164|$10.7M|$0|$494,043|

| 2022|1,430|$2.3M|$0|$246,155|

## 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, INC.|Investment Advisor|$72,643|—|$72,643|

| NEWPORT GROUP, INC.|Recordkeeper|$25,780|—|$25,780|

### Verified Provider Profiles

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

- [CREATIVE PLANNING, INC.](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:** $98,423

- **Estimated Expense Ratio:** 0.829% 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|$94,507|$68,727|$22,140|—|—|

| 2023|$67,262|$49,590|$14,442|—|—|

| 2022|$19,658|$14,787|$4,871|—|—|

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