2023 Form 5500 filing — Cdm Holdings, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250212153634NAL0011700723001) for Cdm Holdings, LLC 401(K) Plan, reported by Cdm Fitness Holdings, LLC under EIN 84-1828101 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212153634NAL0011700723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cdm Fitness Holdings, LLC
- EIN
- 84-1828101
- Plan number
- 001
- Location
- Franklin, MA
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,367,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,367,449
- Employer contributions
- $187,138
- Participant contributions
- $275,595
- Total income / additions
- $977,980
- Benefits paid
- $1,827,494
- Administrative expenses
- $26,778
- Total expenses
- $1,852,737
- Net increase / (decrease)
- -$874,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hauser Retirement Solutions 2 LLC | ADVISOR | $13,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,882 | not reported in the loaded dataset |