Plan Snapshot
- Plan Sponsor: Cnm, LLP
- Sponsor EIN: 651202484
- Sponsor Address: 6320 CANOGA AVENUE SUITE 150, WOODLAND HILLS, CA, 91367
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $23.0M
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 | 173 | $23.0M | $932,560 | $2.3M |
| 2023 | 166 | $17.8M | $864,701 | $2.1M |
| 2022 | 191 | $12.8M | $780,894 | $2.1M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | $13,250 | — | $13,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,250
- Estimated Expense Ratio: 0.058% 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 | $134,694 | $47,741 | — | $13,250 | — |
| 2023 | $83,998 | $35,343 | — | — | — |
| 2022 | $72,857 | $31,422 | — | — | — |