# Cumming Management Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cumming-management-group-inc-401k-plan

> Cumming Management Group, INC.'s 401(k) plan: 1,787 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cumming Management Group, INC.

- **Sponsor EIN:** 208782096

- **Sponsor Address:** 25240 HANCOCK AVE, MURRIETA, CA, 92562

- **Plan Type:** 401(k)

- **Total Participants:** 1,787

- **Total Assets:** $159.6M

## 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|1,787|$159.6M|$5.1M|$17.1M|

| 2023|1,329|$108.2M|$3.9M|$12.5M|

| 2022|1,103|$79.5M|$2.7M|$10.2M|

## 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|$59,612|—|$59,612|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$50,943|—|$50,943|

| BAKER TILLY US, LLP|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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $110,555

- **Estimated Expense Ratio:** 0.069% 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|$110,555|$59,612|—|—|—|

| 2023|$72,988|$48,930|—|—|—|

| 2022|$45,725|$38,489|—|—|—|

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