# Cmi Marketing, INC. DC Plan
Source: https://planprovider.pro/companies/cmi-marketing-inc-plan

> Cmi Marketing, INC.'s DC plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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