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Sponsor portfolio

CMMS DATA GROUP

EIN 36-4779313-Information-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
152
123 W MADISON ST., SUITE 1100 - CHICAGO, IL 60602866-360-1912
Plans on this EIN
2 filings
#001401k-$4.8M - 87 part#002CashBalance-$709K - 65 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • DATA GROUP 401(K) (#001)87%
  • CASH BALANCE PLAN (#002)13%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DATA GROUP 401(K) (#001)87
  • CASH BALANCE PLAN (#002)65
Total 152Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CMMS DATA GROUP 401(K) PLAN

401k

Assets$4.8M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CMMS DATA GROUP CASH BALANCE PLAN

CashBalance

Assets$709K
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CMMS DATA GROUP 401(K) PLAN401k$4.8M872024
002CMMS DATA GROUP CASH BALANCE PLANCashBalance$709K652024
Retirement plans
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