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Original filing (PDF)20250916073125NAL0001759489001
CMC GROUP, INC.
Form 5500
FILING_RECEIVED
CMC GROUP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
209
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CMC GROUP, INC..
Plan sponsor
Name
CMC GROUP, INC.
EIN
34-1898330
Address
12836 S DIXIE HWY. · BOWLING GREEN, OH · 43402
Phone
(419) 354-2591
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RAYNER, FOOS, KRUSE & IRWIN CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFO WEALTH PARTNERS LLC | 20-1017513 | — | ADVISOR | $34K | — |
Investments
33 direct securities · 1 pooled fund· $15.6M(100% of reported assets)
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.
Uncategorized
$15.5M
33 holdings
Common Collective Trust
$97K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm. | — | — | — | $3.0M | 19.2% | |
| Dimensional Fund Advisors U.S. Core Equity II | — | — | — | $3.0M | 19.1% | |
| Dimensional Fund Advisors International Core Equity | — | — | — | $1.4M | 8.9% | |
| Vanguard Total Bond Market Index Fund Adm. | — | — | — | $1.3M | 8.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $992K | 6.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $730K | 4.7% | |
| Fidelity Management Trust Co. 500 Index | — | — | — | $684K | 4.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $646K | 4.2% | |
| Dimensional Fund Advisors Emerging Markets Core Equity | — | — | — | $463K | 3.0% | |
| Vanguard Mid-Cap Value Index Fund Adm. | — | — | — | $350K | 2.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $319K | 2.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $272K | 1.8% | |
| Vanguard Real Estate Index Fund Adm. | — | — | — | $263K | 1.7% | |
| Vanguard Mid-Cap Growth Index Fund Adm. | — | — | — | $247K | 1.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $230K | 1.5% | |
| Vanguard Value Index Adm. | — | — | — | $220K | 1.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $208K | 1.3% | |
| Fidelity Management Trust Co. International Index | — | — | — | $157K | 1.0% | |
| Vanguard Target Retirement Income | — | — | — | $145K | 0.9% | |
| Participant loans | — | — | — | $140K | 0.9% | |
| Vanguard Target Retirement 2065 | — | — | — | $130K | 0.8% | |
| Dimensional Fund Advisors U.S. Social Core Equity 2 | — | — | — | $122K | 0.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $118K | 0.8% | |
| Vanguard Target Retirement 2035 | — | — | — | $112K | 0.7% | |
| Fidelity Management Trust Co. Managed Income Portfolio | — | — | — | $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. | — | — | — | $77K | 0.5% | |
| Dimensional Fund Advisors International Social Core Equity | — | — | — | $52K | 0.3% | |
| Vanguard Small-Cap Value Index Adm. | — | — | — | $39K | 0.3% | |
| Vanguard Short-term Bond Index Fund Adm. | — | — | — | $27K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Social Core | — | — | — | $18K | 0.1% | |
| Fidelity Management Trust Co. Total Market Index | — | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Index Adm. | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Co. Mid Cap Index | — | — | — | $1K | <0.1% |
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