How big is CLM Enterprises' plan?

CLM Enterprises' plan reported $5.5M in assets and 10 participants for 2025.

Original filing (PDF)20260429124746NAL0022992738001

CLM Enterprises

Name: CLM Enterprises — CLM Enterprises 401(k) Profit, Form 5500 (2025)
Creator: CLM Enterprises
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CLM Enterprises 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CLM Enterprises' CLM Enterprises 401(k) Profit Sharing Plan & Trust held $5.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Terri F Shams signed CLM Enterprises' 2025 Form 5500 as plan administrator.

Terri F Shams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CLM Enterprises' EIN is 33-0079180.

EIN 33-0079180

Plan number 001

Plan year 2025

ACK ID 20260429124746NAL0022992738001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CLM Enterprises from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CLM Enterprises' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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