CDM INVESTMENT GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the CDM INVESTMENT GROUP, INC. 401(k) plan — and how to find and check your own account.
The CDM INVESTMENT GROUP, INC. 401(k) on its latest Form 5500
CDM INVESTMENT GROUP, INC. (EIN 20-0341760) reports CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $46.7M in plan assets across 1,373 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CDM INVESTMENT GROUP, INC. filing — schedules, fees, and providers.
Who runs the CDM INVESTMENT GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CDM INVESTMENT GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING.
How to check your CDM INVESTMENT GROUP, INC. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask CDM INVESTMENT GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).