PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. C&M Associates, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

C&M Associates, Inc.

EIN 20-1113510-civil engineering-Latest filing 2025
Plans
1
Retirement
1
$4.3M assets
Welfare
0
Participants
52
17304 PRESTON ROAD, SUITE 831A - DALLAS, TX 75252214-764-2896candm-associates.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
1 filing
#001Profit-sharing-$4.3M - 52 part

Plan deep-dives

Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.
Retirement#001

C&M ASSOCIATES, INC. RETIREMENT TRUST

Profit-sharing

Assets$4.3M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001C&M ASSOCIATES, INC. RETIREMENT TRUSTProfit-sharing$4.3M522025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica