Plan Ledger DOL Form 5500 · updated monthly

Cm Acquisitions Holdings, Inc.401(k)

MARIGOLD 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Cm Acquisitions Holdings, Inc. reported $233,374 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,788 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 2 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 214th-largest of 1,496 plans among Tennessee employers on file, and the 1,901st of 11,654 in professional & technical services. In 2024, employees put in $3.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,663,319
Participants with balances937
Active participants475
Employer contributions$1,324,187
Employee contributions$4,910,461
Employer contribution per active participant$2,788
Average account balance$81,818
Benefits paid to participants$10,346,713
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history2
Yearassets · accounts · employer contribution
2024$76.7M · 937 accts · $1.3M emplr
2023$70.7M · 993 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,030
Investment management$218,344
Total administrative$233,374
The Cm Acquisitions Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,788
Median for plans this size$3,635
2024$2,788 per active participant
2023$3,214 per active participant

Cm Acquisitions Holdings, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
JOHN HANCOCK LIFE INSURANCE · Recordkeeping · Investment management$115,276
SHERIDAN ROAD ADVISORS · Investment advisory (participants)$86,457
ACCESS RETIREMENT SERVICES LLC · Plan administrator$15,030

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$233,374 · 0.32%
2023$166,793 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Lbmc, PC TN$85.7M · 0.16%
Erisa Partners, Inc. TN$80.7M · 0.83%
Eastport Holdings, LLC TN$77.9M · 0.21%
Logical Systems, LLC TN$73.6M · 0.00%
Revance Therapeutics, Inc. TN$69.1M · 0.18%
Ensafe Inc. TN$65.0M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 822867962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.