Retirement plan

CMI MARKETING, INC 401(K) PLAN

Name: CMI MARKETING, INC. - CMI MARKETING, INC 401(K) PLAN (2024) Form 5500
Creator: CMI MARKETING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CMI MARKETING, INC 401(K) PLAN, CMI MARKETING, INC.

CMI MARKETING, INC.EIN 13-4067929Plan #001PY 2024

1411 BROADWAY, 27TH FLOOR - NEW YORK, NY 10018646-435-6510LinkedIn51-200 employeesinformation technology and services

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$33.3M

+33.5% from 2023

Total participants

462

+11.6% from 2023

Average account balance

$75,418

+19.6% from 2023

Annual return

22.43%

-15.25 pp from 2023

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$33.26M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$75K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

441

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.93M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$-26

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524	Advisory (Plan)	$6,890
FIDELITY INVESTMENTS INSTITUTIONAL9 years Service code 64 · EIN 04-2647786	Recordkeeping Fees	-$18,442

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

-$12K

$-34 / participant

Investment mgmt$7K0.0%

% of EOY assets

-0.035%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SMOLIN, LUPIN & CO
Auditor EIN: 223696669
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,418

$106,264-29.0%

$147,117-48.7%

$77,762-3.0%

Participation rate

93.8%

78.4%+15.4pp

82.2%+11.6pp

70.6%+23.2pp

Annual return

22.43%

56.94%-34.5pp

420.54%-398.1pp

31.27%-8.8pp

Employer contribution / active EE

$2,030

$4,074-50.2%

$4,932-58.8%

$2,728-25.6%

Participant deferral / active EE

$12,613

$8,003+57.6%

$8,065+56.4%

$4,651+171.2%

Admin fee / account holder

-$26

$334-107.8%

$12,993-100.2%

$433-106.1%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.1 year

Service code 27 · EIN 04-2654524

Advisory (Plan)

$6,890

FIDELITY INVESTMENTS INSTITUTIONAL9 years

Service code 64 · EIN 04-2647786

Recordkeeping Fees

-$18,442

CMI MARKETING, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CMI MARKETING, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion