How big is CLM, LLC's plan?

CLM, LLC's plan reported $1.2M in assets and 17 participants for 2024.

Original filing (PDF)20250624164930NAL0017088306001

CLM, LLC

Name: CLM, LLC — CLM, LLC Retirement Savings Plan, Form 5500 (2024)
Creator: CLM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CLM, LLC Retirement Savings Plan

401(k) retirement plan · CLM, LLC's CLM, LLC Retirement Savings Plan held $1.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

BRAD Surkamer signed CLM, LLC's 2024 Form 5500 as plan administrator.

BRAD Surkamer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CLM, LLC's EIN is 20-0263240.

EIN 20-0263240

Plan number 002

Plan year 2024

ACK ID 20250624164930NAL0017088306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CLM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CLM, LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLM, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CLM, LLC

EIN

all filings

Address

588 W. IDAHO ST., STE. 200 · BOISE, ID · 83702

Phone

(208) 342-2525

Industry

Professional & Technical Services

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

2025-06-24

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Adquadrant

Adquadrant 401(k)

$1.2M · 39 participants

New Media Digital, Inc.

New Media Digital, Inc. 401(k) Plan

$1.2M · 5 participants

Priority Marketing of Southwest Florida, Inc.

Priority Marketing of Southwest Florida, Inc. Cash Balance Plan

$1.2M · 41 participants

MKG Marketing Inc.

MKG Marketing 401(k) Plan

$1.2M · 11 participants

Socialdeviant, LLC

Socialdeviant, LLC 401(k) Plan

$1.2M · 17 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.