# Cdm Smith INC. 401(k) Plan
Source: https://planprovider.pro/companies/cdm-smith-inc-401k-plan

> Cdm Smith INC.'s 401(k) plan: 4,119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cdm Smith INC.

- **Sponsor EIN:** 042473650

- **Sponsor Address:** 75 STATE STREET, BOSTON, MA, 02109

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

- **Total Participants:** 4,119

- **Total Assets:** $1.5B

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,119|$1.5B|$10.9M|$44.0M|

| 2023|3,814|$1.4B|$79,130|$40.4M|

| 2022|3,560|$1.2B|$9.7M|$35.4M|

## 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|

| CBIZ CPAS, P.C.|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|$861,298|—|—|—|—|

| 2023|$802,593|—|—|—|—|

| 2022|$757,207|—|—|—|—|

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