Filings through .
CMC Interactive, LLC
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served9+1 YoYRank #2566 of mapped providers
Assets under administration$496M0.0%Rank #6787 by share of filed assets
Fees received$76,808Median $7,590/planSum across Schedule C direct + indirect
Net wins YoY-40 won - 4 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name CMC Interactive as recordkeeper and list their funds in their filing.
Plans
5
$57.1M in funds
In collective trusts
2%
average plan
In CMC Interactive funds
0%
average plan
In index funds
18%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| JPMorgan | 5 |
| Charles Schwab | 5 |
| Vanguard | 2 |
| Fidelity (FMR) | 2 |
| Janus Henderson | 2 |
Target-date series
| Series | Plans |
|---|---|
| JPMorgan SmartRetirement | 5 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.