Plan Snapshot
- Plan Sponsor: Cmb Management LLC
- Sponsor EIN: 821307347
- Sponsor Address: 763 QUAIL RUN, WACONIA, MN, 553879775
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $538,641
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 7 | $538,641 | $7,313 | $47,829 |
| 2023 | 7 | $402,551 | $8,830 | $123,784 |
| 2022 | 7 | $221,448 | $8,086 | $72,009 |