Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONVENTION MANAGEMENT RESOURCES, INC.
EIN 94-3139440events servicesLatest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
124
3641 MT. DIABLO BLVD, #368 - LAFAYETTE, CA 94549415-979-2232cmrus.comLinkedIn51-200 employeesevents services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 124 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONVENTION MANAGEMENT RESOURCES, INC. 401(K) PLAN
401k
Assets$9.7M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CMR EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONVENTION MANAGEMENT RESOURCES, INC. 401(K) PLAN | 401k | $9.7M | 73 | 2025 | |
| 002 | CMR EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 51 | 2025 |
Retirement plans