Plan Snapshot
- Plan Sponsor: Cmi Limited Co.
- Sponsor EIN: 432000256
- Sponsor Address: 605 MOLLY LANE, WOODSTOCK, GA, 30189
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $7.2M
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. |
|---|---|---|---|---|
| 2024 | 122 | $7.2M | $165,452 | $636,406 |
| 2023 | 131 | $6.6M | $228,478 | $627,885 |
| 2022 | 120 | $6.2M | $195,757 | $589,087 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | Investment Advisor | $17,843 | — | $17,843 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $16,436 | — | $16,436 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,279
- Estimated Expense Ratio: 0.477% 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 | $34,279 | $17,843 | — | — | — |
| 2023 | $30,034 | $15,936 | — | — | — |
| 2022 | $32,051 | — | $32,051 | — | — |