Plan Snapshot
- Plan Sponsor: Cdm Investment Group, INC.
- Sponsor EIN: 200341760
- Sponsor Address: 13324 CHANDLER ROAD, OMAHA, NE, 68138
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 1,086 | $11.9M | $0 | $0 |
| 2024 | 1,164 | $10.7M | $0 | $0 |
| 2023 | 1,430 | $2.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 |
|---|---|---|---|---|---|
| 2025 | $94,507 | $68,727 | $22,140 | — | — |
| 2024 | $67,262 | $49,590 | $14,442 | — | — |
| 2023 | $19,658 | $14,787 | $4,871 | — | — |