AUMdb

Cnm 401(k) Plan

Sponsored by Cnm, Llp · EIN 651202484 · Plan #002

Total assets
$23.0M
Net assets
$23.0M
Active participants
173
With balances
243

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $63,131
Bank Of America Na Consulting (general), Investment advisory (plan) $47,741
Pension Assurance Llp Accounting, Direct payment from the plan $13,250