Assets by plan
Share of aggregate retirement assets
Filings through .
CDM Investment Group, Inc.
EIN 20-0341760constructionLatest filing 2025
Plans
3
Retirement
2
$46.7M assets
Health & Benefits
1
$293K premiums
Participants
1,795
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $46.7M assets / 1,494 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NEWPORT GROUP, INC.$34.8M
- (Not disclosed)$11.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $293K premiums / 332 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$249K
- Life$199K
- Long-term disability$199K
- Dental$44K
- Vision$44K
- Health$28K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN
401(k)
Assets$34.8M
Participants375
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN FOR UNION EMPLOYEES
401(k)
Assets$11.9M
Participants1,119
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
CDM INVESTMENT GROUP, INC. EMPLOYEE BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$293K
Covered lives332
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN | 401(k) | $34.8M | 375 | 2025 |
| #004 | CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN FOR UNION EMPLOYEES | 401(k) | $11.9M | 1,119 | 2025 |
- #002 · 401(k) · 2025375
- #004 · 401(k) · 20251,119
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | CDM INVESTMENT GROUP, INC. EMPLOYEE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $293K | 332 | 2025 |
- #511 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025332
Retirement plans
Health & Benefits plans