Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
CMM, LLP
EIN 95-4647050accountingLatest filing 2025
Plans
2
Retirement
2
$17.6M assets
Welfare
0
Participants
148
5820 CANOGA AVENUE, SUITE 300 - WOODLAND HILLS, CA 91367818-986-5070cmmcpas.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.6M assets / 148 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
CMM, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$15.9M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CMM, LLP CASH BALANCE PENSION PLAN II
CashBalance
Assets$1.7M
Participants62
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 | CMM, LLP 401(K) PROFIT SHARING PLAN | 401k | $15.9M | 86 | 2025 | |
| 004 | CMM, LLP CASH BALANCE PENSION PLAN II | CashBalance | $1.7M | 62 | 2025 |
Retirement plans