Plan Snapshot
- Plan Sponsor: Cm3 Holdings LLC
- Sponsor EIN: 821963757
- Sponsor Address: 50 NASHUA RD STE 203, LONDONDERRY, NH, 030533434
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 180
- Total Assets: $525,312
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. |
|---|---|---|---|---|
| 2025 | 180 | $525,312 | $0 | $0 |
| 2024 | 75 | $348,584 | $45,209 | $73,335 |
| 2023 | 77 | $210,040 | $33,622 | $47,055 |
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 |
|---|---|---|---|---|
| MIKE AVERSANO CPA, 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 |
|---|---|---|---|---|---|
| 2025 | $58,618 | $202 | $4,747 | — | — |
| 2024 | $13,387 | — | — | — | — |
| 2023 | $28,551 | — | — | — | — |