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Original filing (PDF)20251007073708NAL0004281009001
CDMM CORP
Form 5500
FILING_RECEIVED
WORKPLACE RESOURCE 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
126
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
2 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)
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 CDMM CORP.
Plan sponsor
Name
CDMM CORP
EIN
26-4459075
Address
9600 EAST 40TH AVENUE · DENVER, CO · 80238
Phone
(303) 313-3312
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $40K | — |
| IMA WEALTH INC -000 | 48-1233289 | — | SERVICE PROVIDER | $0 | — |
Investments
25 direct securities · 2 pooled funds· $7.2M(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.
Uncategorized
$6.3M
25 holdings
Common Collective Trust
$814K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRwPr Retirement 2045 Fund I Registered Investment Company | — | — | — | $1.2M | 17.4% | |
| TRwPr Retirement 2035 Fund I Registered Investment Company | — | — | — | $1.1M | 15.1% | |
| TCW MW Tot Rtn Bd F Pl Registered Investment Company | — | — | — | $853K | 11.9% | |
| Vangrd 500 Index Fund Adm Registered Investment Company | — | — | — | $795K | 11.1% | |
| TRwPr Retirement 2060 Fund I Registered Investment Company | — | — | — | $460K | 6.4% | |
| TRwPr Retirement 2055 Fund I Registered Investment Company | — | — | — | $426K | 5.9% | |
| INTERNATIONAL GROWTH FUND II - FEE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $426K | 5.9% | |
| LARGE CAP GROWTH FUND III - FEE CLA GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $389K | 5.4% | |
| TRwPr Retirement 2050 Fund I Registered Investment Company | — | — | — | $374K | 5.2% | |
| T Rowe Price Retire Balance I Registered Investment Company | — | — | — | $217K | 3.0% | |
| party date,rate of interest, collateral, par, or maturity date Carillon Eagle Mid Cap Grw R6 Registered Investment Company | — | — | — | $183K | 2.6% | |
| TRwPr Retirement 2025 Fund I Registered Investment Company | — | — | — | $160K | 2.2% | |
| TRwPr Retirement 2065 Fund I Registered Investment Company | — | — | — | $94K | 1.3% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $90K | 1.3% | |
| TRwPr Retirement 2030 Fund I Registered Investment Company | — | — | — | $79K | 1.1% | |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company | — | — | — | $67K | 0.9% | |
| Voya Fixed Account (4450) Insurance Company General Account | — | — | — | $55K | 0.8% | |
| TRwPr Retirement 2040 Fund I Registered Investment Company | — | — | — | $42K | 0.6% | |
| JPMorgan Government Bd Fnd R6 Registered Investment Company | — | — | — | $33K | 0.5% | |
| (Held at End of Year) WORKPLACE RESOURCE 401K RETIREMENT PLAN EIN#26-4459075 Plan# 001 Vangrd Mid-Cap Index Fund Adm Registered Investment Company $809 Vangrd Small-Cap Index Fnd Adm Registered Investment Company | — | — | — | $26K | 0.4% | |
| TRwPr Retirement 2005 Fund I Registered Investment Company | — | — | — | $20K | 0.3% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $15K | 0.2% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $15K | 0.2% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company | — | — | — | $7K | 0.1% | |
| Gldmn Sachs SmCp Value Insi R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| TRwPr Retirement 2020 Fund I Registered Investment Company | — | — | — | $2K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $2K | <0.1% |