Cdm Holdings, LLC 401(K) Plan — Form 5500 plan (Cdm Fitness Holdings, LLC)

Plain-English plan 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, Cdm Holdings, LLC 401(K) Plan is a benefit plan reported by Cdm Fitness Holdings, LLC under EIN 84-1828101 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $2,367,449 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cdm Fitness Holdings, LLC
EIN
84-1828101
Plan number
001
Plan type
2
Location
Franklin, MA
Latest filing year
2023
Participants
285
End-of-year plan assets
$2,367,449

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20250212153634NAL0011700723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,367,449
Total liabilities (EOY)
$0
Net assets (EOY)
$2,367,449
Net assets (BOY)
$3,242,206

Income & contributions

Employer contributions
$187,138
Participant contributions
$275,595
Total contributions
$462,733
Total income / additions
$977,980

Expenses & distributions

Benefits paid
$1,827,494
Administrative expenses
$26,778
Total expenses
$1,852,737
Net increase / (decrease)
-$874,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hauser Retirement Solutions 2 LLCADVISOR$13,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$12,882not reported in the loaded dataset2023

Related Form 5500 pages