Cdm Investment Group, Inc. 401(k) Savings Plan
Sponsored by Cdm Investment Group, Inc. · EIN 200341760 · Plan #002
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 287
- With balances
- 346
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $199,191 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $66,276 |