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Original filing (PDF)20251010130936NAL0007762177001
CONSULTING & MUNICIPAL ENGINEERS, LLP
Form 5500
FILING_RECEIVED
CME ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
293
Accounts w/ balance
346
Plan assets (EOY)
$56.7M
Net assets (EOY)
$56.7M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Cash Interest bearing cash ** 272 * Mass Mutual Sagic Diversified Bond II Guaranteed Investment Contract w" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSULTING & MUNICIPAL ENGINEERS, LLP.
Plan sponsor
Name
CONSULTING & MUNICIPAL ENGINEERS, LLP
EIN
22-3484435
Address
1460 ROUTE 9 SOUTH · HOWELL, NJ · 07731
Phone
(732) 462-7400
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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC DBA CR | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $61K | — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $20K | — |
Investments
11 direct securities · 16 pooled funds· $56.7M(100% 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
$28.5M
16 holdings
Uncategorized
$28.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash Interest bearing cash ** 272 * Mass Mutual Sagic Diversified Bond II Guaranteed Investment Contract w | — | — | — | $14.5M | 25.6% | |
| AMERICAN CENTURY ONE CHOICE 2040 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.8M | 10.2% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $5.7M | 10.0% | |
| AMERICAN CENTURY ONE CHOICE 2030 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.4M | 7.8% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.9% | |
| AB US LARGE CAP GROWTH CIT (W SERS) GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $3.0M | 5.3% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $2.0M | 3.6% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| AMERICAN CENTURY ONE CHOICE 2055 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.9% | |
| AMERICAN CENTURY ONE CHOICE 2060 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.8% | |
| AMERICAN CENTURY ONE CHOICE 2050 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.4% | |
| Pimco Income Instl Registered Investment Company | — | — | — | $1.2M | 2.1% | |
| MFS Intl Diversification R6 Registered Investment Company | — | — | — | $1.1M | 2.0% | |
| Invesco Discovery R6 Registered Investment Company | — | — | — | $1.0M | 1.8% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT WELLS FARGO MUTUAL FUNDS · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $977K | 1.7% | |
| AMERICAN CENTURY ONE CHOICE 2035 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $954K | 1.7% | |
| J Hancock Bond R6 Registered Investment Company | — | — | — | $828K | 1.5% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $827K | 1.5% | |
| AMERICAN CENTURY ONE CHOICE 2025 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $687K | 1.2% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $605K | 1.1% | |
| AMERICAN CENTURY ONE CHOICE 2045 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $571K | 1.0% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $523K | 0.9% | |
| AMERICAN CENTURY ONE CHOICE 2065 XI AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $485K | 0.9% | |
| maturing through February 2034 - | — | — | — | $394K | 0.7% | |
| Fidelity International Index Registered Investment Company | — | — | — | $319K | 0.6% | |
| COHEN AND STEERS U.S. REALTY CIT RS COHEN AND STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $297K | 0.5% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 000 | Common Collective Trust | — | — | $8K | <0.1% |