Kelly Belote signed CMC Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CMC Group, Inc.'s EIN is 34-1898330.
Download the official 2024 Form 5500 (PDF) for CMC Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CMC Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFO WEALTH PARTNERS LLC | 20-1017513 | — | ADVISOR | $34K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm. | Mutual Funds | — | — | $3.0M | 19.2% | |
| Dimensional Fund Advisors U.S. Core Equity II | Mutual Funds | — | — | $3.0M | 19.1% | |
| Dimensional Fund Advisors International Core Equity | Mutual Funds | — | — | $1.4M | 8.9% | |
| Vanguard Total Bond Market Index Fund Adm. | Common Collective Trusts | — | — | $1.3M | 8.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $992K | 6.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $730K | 4.7% | |
| Fidelity Management Trust Co. 500 Index | Common Collective Trusts | — | — | $684K | 4.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $646K | 4.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | Mutual Funds | — | — | $463K | 3.0% | |
| Vanguard Mid-Cap Value Index Fund Adm. | Common Collective Trusts | — | — | $350K | 2.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $319K | 2.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $272K | 1.8% | |
| Vanguard Real Estate Index Fund Adm. | Common Collective Trusts | — | — | $263K | 1.7% | |
| Vanguard Mid-Cap Growth Index Fund Adm. | Common Collective Trusts | — | — | $247K | 1.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $230K | 1.5% | |
| Vanguard Value Index Adm. | Mutual Funds | — | — | $220K | 1.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $208K | 1.3% | |
| Fidelity Management Trust Co. International Index | Mutual Funds | — | — | $157K | 1.0% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $145K | 0.9% | |
| Participant loans | Participant loans | — | — | $140K | 0.9% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $130K | 0.8% | |
| Dimensional Fund Advisors U.S. Social Core Equity 2 | Mutual Funds | — | — | $122K | 0.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $118K | 0.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $112K | 0.7% | |
| Fidelity Management Trust Co. Managed Income Portfolio | Mutual Funds | — | — | $97K | 0.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $97K | 0.6% | |
| Vanguard Small-Cap Growth Index Fund Adm. | Common Collective Trusts | — | — | $77K | 0.5% | |
| Dimensional Fund Advisors International Social Core Equity | Mutual Funds | — | — | $52K | 0.3% | |
| Vanguard Small-Cap Value Index Adm. | Mutual Funds | — | — | $39K | 0.3% | |
| Vanguard Short-term Bond Index Fund Adm. | Common Collective Trusts | — | — | $27K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Social Core | Mutual Funds | — | — | $18K | 0.1% | |
| Fidelity Management Trust Co. Total Market Index | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Index Adm. | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Management Trust Co. Mid Cap Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
