Plan Snapshot
- Plan Sponsor: Cmi - Vantage Partners LLC
- Sponsor EIN: 043390284
- Sponsor Address: BRIGHTON LANDING WEST, BRIGHTON, MA, 02135
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $32.2M
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 | 58 | $32.2M | $259,693 | $832,585 |
| 2023 | 63 | $27.9M | $236,028 | $912,934 |
| 2022 | 70 | $26.9M | $791,684 | $841,336 |