How big is CM Management Services' plan?

CM Management Services' plan reported $2.5M in assets and 19 participants for 2024.

Original filing (PDF)20250602173237NAL0017878720001

CM Management Services

Name: CM Management Services — Cruzan 401(k) Plan, Form 5500 (2024)
Creator: CM Management Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cruzan 401(k) Plan

401(k) retirement plan · CM Management Services' Cruzan 401(k) Plan held $2.5M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

JANA Christe signed CM Management Services' 2024 Form 5500 as plan administrator.

JANA Christe — 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

CM Management Services' EIN is 20-0816705.

EIN 20-0816705

Plan number 001

Plan year 2024

ACK ID 20250602173237NAL0017878720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CM Management Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CM Management Services' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CM MANAGEMENT SERVICES

EIN

all filings

Address

236 S. SIERRA AVENUE · SUITE 100 · SOLANA BEACH, CA · 92075

Phone

(619) 987-2233

Industry

Real Estate

Plan administrator