Plan Ledger DOL Form 5500 · updated monthly

Cmi Limited Co.401(k)

CMI LIMITED COMPANY 401(K) RETIREMENT PLAN · WOODSTOCK, GA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Cmi Limited Co. reported $34,279 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $1,356 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 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Georgia (1,438th of 2,160), and 10,066th of 13,661 in manufacturing. In 2024, employees put in $3.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,181,603
Participants with balances141
Active participants122
Employer contributions$165,452
Employee contributions$636,406
Employer contribution per active participant$1,356
Average account balance$50,933
Benefits paid to participants$1,094,657
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 141 accts · $165K emplr
2023$6.6M · 128 accts · $228K emplr
2022$6.2M · 139 accts · $196K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,436
Investment management$17,843
Total administrative$34,279
The Cmi Limited Co. 401(k) match · 2024
Employer contribution per active participant$1,356
Median for plans this size$1,313
2024$1,356 per active participant
2023$1,744 per active participant
2022$1,631 per active participant

Cmi Limited Co.'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
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$17,843

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$34,279 · 0.50%
2023$30,034 · 0.47%
2022$32,051 · 0.49%
Same employer
Similar plansManufacturing · Georgia
Exhibitus, Inc. GA$7.6M · 0.44%
Fpl Food, LLC GA$7.5M · 2.78%
Kumho Tire Georgia GA$7.3M · 2.01%
Gold Creek Foods GA$7.1M · 0.05%
Denyse Signs, Inc. GA$7.0M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432000256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.