How big is CM Wealth Advisors LLC's plan?

CM Wealth Advisors LLC's plan reported $10.3M in assets and 22 participants for 2024.

Original filing (PDF)20250430102322NAL0001753953001

CM Wealth Advisors LLC

Name: CM Wealth Advisors LLC — CM Wealth Advisors LLC, Form 5500 (2024)
Creator: CM Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CM Wealth Advisors LLC Profit Sharing and 401(k) Plan

401(k) retirement plan · CM Wealth Advisors LLC's CM Wealth Advisors LLC Profit Sharing and 401(k) Plan held $10.3M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan identifiers

CM Wealth Advisors LLC's EIN is 34-1410460.

EIN 34-1410460

Plan number 001

Plan year 2024

ACK ID 20250430102322NAL0001753953001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CM Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CM Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CM WEALTH ADVISORS LLC.

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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

Knocking points off