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Original filing (PDF)20251007094355NAL0010975122001
CDM, INC.
Form 5500
FILING_RECEIVED
CDM, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
257
Accounts w/ balance
206
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDM, INC..
Plan sponsor
Name
CDM, INC.
EIN
22-2702871
Address
130 AMERICAN BOULEVARD · TURNERSVILLE, NJ · 08012
Phone
(856) 740-1200
Industry
Wholesale Tradesee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARCUM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPLAN SERVICES, INC. | — | DENVER, CO | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HFM INVESTMENT ADVISORS, LLC | — | GLASSBORO, NJ | ADVISOR | $26K | — |
Investments
29 direct securities· $8.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle 2035 Institutional Registered Investment Company (RIC) | — | — | — | $1.1M | 12.5% | |
| Nuveen Lifecycle 2045 Institutional Registered Investment Company (RIC) | — | — | — | $1.1M | 12.4% | |
| Columbia Dividend Income Institutional 3 Registered Investment Company (RIC) | — | — | — | $699K | 7.9% | |
| Invesco Premier US Government Money Inst Registered Investment Company (RIC) | — | — | — | $636K | 7.2% | |
| Vanguard US Growth Fund Admiral Registered Investment Company (RIC) | — | — | — | $592K | 6.7% | |
| Nuveen Lifecycle 2060 Institutional Registered Investment Company (RIC) | — | — | — | $583K | 6.6% | |
| Vanguard International Growth Admiral Registered Investment Company (RIC) | — | — | — | $544K | 6.1% | |
| Putnam Large Cap Value Fund R6 Registered Investment Company (RIC) | — | — | — | $457K | 5.2% | |
| Nuveen Lifecycle 2050 Institutional Registered Investment Company (RIC) | — | — | — | $401K | 4.5% | |
| Nuveen Lifecycle 2030 Institutional Registered Investment Company (RIC) | — | — | — | $381K | 4.3% | |
| Nuveen Lifecycle 2025 Institutional Registered Investment Company (RIC) | — | — | — | $319K | 3.6% | |
| Putnam Small Vap Growth Y Registered Investment Company (RIC) | — | — | — | $294K | 3.3% | |
| Vanguard Mid Cap Index Fund Admiral Registered Investment Company (RIC) | — | — | — | $292K | 3.3% | |
| Nuveen Lifecycle 2040 Institutional Registered Investment Company (RIC) | — | — | — | $212K | 2.4% | |
| Putnam Convertible Securities Y Registered Investment Company (RIC) | — | — | — | $191K | 2.2% | |
| Nuveen Lifecycle 2055 Institutional Registered Investment Company (RIC) | — | — | — | $170K | 1.9% | |
| Franklin DynaTech R6 Registered Investment Company (RIC) | — | — | — | $145K | 1.6% | |
| T Rowe Price US Equity Research Fund Registered Investment Company (RIC) | — | — | — | $116K | 1.3% | |
| Hartford Growth Opportunities R6 Registered Investment Company (RIC) | — | — | — | $116K | 1.3% | |
| Calvert Balanced I Registered Investment Company (RIC) | — | — | — | $83K | 0.9% | |
| American Century Mid Cap Value R6 Registered Investment Company (RIC) | — | — | — | $54K | 0.6% | |
| Fidelity Select Health Care Portfolio Registered Investment Company (RIC) | — | — | — | $51K | 0.6% | |
| Nuveen Lifecycle 2020 Institutional Registered Investment Company (RIC) | — | — | — | $45K | 0.5% | |
| The Bond Fund of America Class R6 Registered Investment Company (RIC) | — | — | — | $43K | 0.5% | |
| BANC Master Deposit Account B Registered Investment Company (RIC) | — | — | — | $34K | 0.4% | |
| Metropolitan West Total Return Bond Fund I Registered Investment Company (RIC) | — | — | — | $32K | 0.4% | |
| Loomis Sayles Global Allocation N Registered Investment Company (RIC) | — | — | — | $27K | 0.3% | |
| Putnam Dynamic Asset Allocation Conservative R6 Registered Investment Company (RIC) | — | — | — | $12K | 0.1% | |
| Nuveen Lifecycle 2010 Institutional Registered Investment Company (RIC) | — | — | — | $9K | <0.1% |
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