Original filing (PDF)20250405220020NAL0028304290001

CPM ADVISORY GROUP

Name: CPM ADVISORY GROUP — CPM ADVISORY GROUP 401(K) PLAN, Form 5500 (2024)
Creator: CPM ADVISORY GROUP

Form 5500-SF

FILING_RECEIVED

CPM ADVISORY GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 4.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CPM ADVISORY GROUP

EIN

27-4636316

Address

350 SPRINGFIELD AVE. · STE. 200 · SUMMIT, NJ · 07960

Phone

(617) 283-8224

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-01-01

Filed

2025-04-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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