Cdm, Inc. 401(k) Profit Sharing Plan
Sponsored by Cdm, Inc. · EIN 222702871 · Plan #002
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 257
- With balances
- 206
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 |
|---|---|---|
| Hfm Investment Advisors, Llc CRD 289103 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hfm Investment Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $25,555 |
| Eplan Services, Inc. | Contract administrator, Recordkeeping, Direct payment from the plan | $6,868 |