Cmc Group, Inc. Retirement Savings Plan
Sponsored by Cmc Group, Inc. · EIN 341898330 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 192
- With balances
- 209
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 |
|---|---|---|
| Tfo Wealth Partners, Llc CRD 124407 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tfo Wealth Partners Llc | Investment advisory (plan) | $33,687 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $30,161 |