How big is Cedar Mountain Advisors- Private Client Group's plan?

Cedar Mountain Advisors- Private Client Group's plan reported $3.0M in assets and 8 participants for 2025.

Original filing (PDF)20260408111608NAL0006172147001

Cedar Mountain Advisors- Private Client Group

Name: Cedar Mountain Advisors- Private Client Group — Form 5500 Plan 001 (2025)
Creator: Cedar Mountain Advisors- Private Client Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CMA-PCG 401(k) Plan

401(k) retirement plan · Cedar Mountain Advisors- Private Client Group's CMA-PCG 401(k) Plan held $3.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Cedar Mountain Advisors- Private Client Group's EIN is 30-0703360.

EIN 30-0703360

Plan number 001

Plan year 2025

ACK ID 20260408111608NAL0006172147001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cedar Mountain Advisors- Private Client Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cedar Mountain Advisors- Private Client Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CEDAR MOUNTAIN ADVISORS- PRIVATE CLIENT GROUP.

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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