Plan Ledger DOL Form 5500 · updated monthly

Cdm Fitness Holdings, LLC401(k)

CDM HOLDINGS, LLC 401(K) PLAN · FRANKLIN, MA · plan year 2024

Reported admin expense ratio · 2024
0.88%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Cdm Fitness Holdings, LLC reported $26,700 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,605 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.880%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Massachusetts (2,427th of 2,726), and 1,020th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.44 for every $1.00 employees contributed themselves; active participation has grown from 238 to 432 since 2022.

Plan summary
Net assets, end of year$3,702,582
Participants with balances671
Active participants432
Employer contributions$693,414
Employee contributions$480,078
Employer contribution per active participant$1,605
Average account balance$5,518
Benefits paid to participants$186,853
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 671 accts · $693K emplr
2023$2.4M · 234 accts · $187K emplr
2022$3.2M · 212 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,172
Investment management$13,528
Total administrative$26,700
The Cdm Fitness Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,605
Median for plans this size$1,313
2024$1,605 per active participant
2023$764 per active participant
2022$843 per active participant

Cdm Fitness Holdings, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,172
HAUSER RETIREMENT SOLUTIONS 2 LLC · Investment advisory (plan)$13,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$26,700 · 0.88%
2023$26,778 · 0.95%
2022$30,246 · 0.88%
Similar plansArts, Entertainment & Recreation · Massachusetts
Spartan Race, Inc. MA$5.8M · 0.13%
Alder Partners, LLC MA$2.4M · 2.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841828101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.