Plan Snapshot
- Plan Sponsor: Cmg Cit Acquisition LLC
- Sponsor EIN: 352609950
- Sponsor Address: 655 SOUTH WILLOW STREET, MANCHESTER, NH, 03103
- Plan Type: 401(k)
- Total Participants: 868
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 868 | $29.4M | $603,266 | $2.6M |
| 2023 | 1,270 | $25.8M | $713,261 | $2.9M |
| 2022 | 2,278 | $20.0M | $742,620 | $2.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $13,650 | — | $13,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,650
- Estimated Expense Ratio: 0.046% 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 | $94,316 | — | — | $13,650 | — |
| 2023 | $37,944 | — | — | $15,335 | — |
| 2022 | $14,048 | — | — | — | $7,980 |