Cdm Investment Group, Inc. 401(k) Savings Plan For Union Employees
Sponsored by Cdm Investment Group, Inc. · EIN 200341760 · Plan #004
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 1,086
- With balances
- 119
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, Inc. | Investment advisory (plan), Direct payment from the plan | $72,643 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $25,780 |