Cdm Smith Inc. Capital Accumulation Plan
Sponsored by Cdm Smith Inc. · EIN 042473650 · Plan #002
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 4,119
- With balances
- 6,493
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $387,158 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $325,384 |
| Mercer | Investment advisory (participants) | $124,860 |
| Cbiz Mhm Llc New England | Recordkeeping | $33,926 |