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Original filing (PDF)20250717103125NAL0000046259001
CDM SMITH INC.
Form 5500
FILING_RECEIVED
CDM SMITH INC. CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,119
Accounts w/ balance
6,493
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
24 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDM SMITH INC..
Plan sponsor
Name
CDM SMITH INC.
EIN
04-2473650
Address
75 STATE STREET · SUITE 701 · BOSTON, MA · 02109
Phone
(617) 452-6000
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $387K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $325K | — |
| MERCER | 13-2834414 | — | NONE | $125K | — |
| CBIZ MHM LLC - NEW ENGLAND | 43-1947695 | — | NONE | $34K | — |
Investments
7 direct securities · 24 pooled funds· $1.1B(70% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.0B
24 holdings
Uncategorized
$42.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $238.8M | 15.8% | |
| WINSLOW LARGE CAP GROWTH FUND; CL M SEI TRUST COMPANY · EIN 27-3442979 / PN 010 | Common Collective Trust | — | — | $141.8M | 9.4% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $69.9M | 4.6% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $63.1M | 4.2% | |
| VFTC INSTL TOT INTRNL STK MKT IDXTR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $57.8M | 3.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $55.5M | 3.7% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $59.7M | $52.9M | 3.5% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $49.2M | 3.3% | |
| TRP US TREASURY MM TRUST | — | — | — | $35.8M | 2.4% | |
| T. R PRICE U.S. MDCAP-VAL EQTR D CL T. ROWE PRICE · EIN 35-6941663 / PN 001 | Common Collective Trust | — | — | $35.8M | 2.4% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $35.2M | 2.3% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $31.0M | $33.0M | 2.2% | |
| VFTC INSTNLL EXTENDED MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $31.7M | 2.1% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $28.2M | 1.9% | |
| MFS INTL EQUITY CIT; CLASS 3A MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $26.3M | 1.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $24.8M | 1.6% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $23.8M | 1.6% | |
| PRUDENTIAL CORE PL BOND FND CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $16.2M | 1.1% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $14.9M | 1.0% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.6M | 0.4% | |
| AB US LARGE CAP GROWTH COLLECTIVE T | — | — | $4.2M | $6.3M | 0.4% | |
| ALLSPRING EMERGING MRKT EQ CIT E ALLSPRING GLOBAL INVESTMENTS · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.3M | 0.4% | |
| STATE STREET REAL ASSET FUND; CL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $549K | <0.1% | |
| S&P GLOBAL LARGEMIDCAP NATURAL RESO | — | — | — | $137K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $137K | <0.1% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $110K | <0.1% | |
| S&P GLOBAL INFRASTRUCTURE INDEX NL | — | — | — | $110K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $69K | <0.1% | |
| REIT INDX NL SF CL A CMX2 | — | — | — | $55K | <0.1% | |
| ARTISAN INTL GROWTH TRUST TEIR 1 SEI TRUST COMPANY · EIN 26-3299719 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| GOLDMAN SACHS CORE PLS FXD COLTR C1 GOLDMAN SACHS · EIN 13-4166989 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |