Plan Snapshot
- Plan Sponsor: Cmc, INC.
- Sponsor EIN: 610990480
- Sponsor Address: 1151 JESSAMINE STATION PIKE, NICHOLASVILLE, KY, 403569408
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 121 | $3.1M | $559,193 | $164,068 |
| 2023 | 102 | $2.6M | $471,473 | $145,306 |
| 2022 | 110 | $2.1M | $413,288 | $127,259 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $22,355 | — | $22,355 |
| MCF ADVISORS LLC | INVESTMENT ADVISOR | $16,951 | — | $16,951 |
| RFH PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RFH PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,306
- Estimated Expense Ratio: 1.285% 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 | $39,306 | $16,951 | — | — | — |
| 2023 | $30,566 | $13,313 | — | — | — |
| 2022 | — | — | — | — | — |