Plan Snapshot
- Plan Sponsor: Cmi Marketing, INC.
- Sponsor EIN: 134067929
- Sponsor Address: 1411 BROADWAY, NEW YORK, NY, 10018
- Plan Type: DC
- Total Participants: 337
- Total Assets: $33.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 337 | $33.3M | $684,218 | $4.3M |
| 2023 | 325 | $24.9M | $619,792 | $3.6M |
| 2022 | 283 | $15.4M | $462,921 | $2.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,890 | — | $6,890 |
| SMOLIN, LUPIN & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,890
- Estimated Expense Ratio: 0.021% 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 | -$11,552 | $6,890 | — | — | — |
| 2023 | -$28,187 | $2,808 | — | — | — |
| 2022 | -$10,400 | $861 | — | — | — |