Plan Ledger DOL Form 5500 · updated monthly

Cdm Investment Group, Inc.401(k)

CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Cdm Investment Group, Inc. reported $262,763 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,548 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 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 172nd-largest of 565 plans among Nebraska employers on file, and the 1,384th of 5,337 in construction. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,806,392
Participants with balances346
Active participants287
Employer contributions$1,305,172
Employee contributions$2,006,960
Employer contribution per active participant$4,548
Average account balance$100,597
Benefits paid to participants$2,812,047
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 346 accts · $1.3M emplr
2023$30.9M · 336 accts · $948K emplr
2022$15.4M · 330 accts · $729K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,276
Investment management$196,487
Total administrative$262,763
The Cdm Investment Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,548
Median for plans this size$2,416
2024$4,548 per active participant
2023$3,550 per active participant
2022$2,721 per active participant

Cdm Investment Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
NEWPORT GROUP, INC. · Recordkeeping · Consulting$66,276
CREATIVE PLANNING · Investment advisory (plan)$199,191

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$262,763 · 0.80%
2023$205,333 · 0.89%
2022$124,499 · 0.82%
All plans at this employer2
CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN401(k)
CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN FOR UNION EMPLOYEES401(k)
Same employer
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Constructors, Inc. NE$24.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200341760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.