How big is CMG CIT Acquisition LLC's plan?

CMG CIT Acquisition LLC's plan reported $29.4M in assets and 868 participants for 2024.

Original filing (PDF)20251007095942NAL0004406337001

CMG CIT Acquisition LLC

Name: CMG CIT Acquisition LLC — Coremedical Group 401(k), Form 5500 (2024)
Creator: CMG CIT Acquisition LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Coremedical Group 401(k) Plan

401(k) retirement plan · CMG CIT Acquisition LLC's Coremedical Group 401(k) Plan held $29.4M in plan assets for 868 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

868

Accounts w/ balance

937

Plan assets (EOY)

$29.4M

Net assets (EOY)

$29.4M

People on this filing

Lynn Cuomo signed CMG CIT Acquisition LLC's 2024 Form 5500 as plan administrator.

Lynn Cuomo — 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

CMG CIT Acquisition LLC's EIN is 35-2609950.

EIN 35-2609950

Plan number 001

Plan year 2024

ACK ID 20251007095942NAL0004406337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CMG CIT Acquisition LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CMG CIT Acquisition LLC's 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 CMG CIT ACQUISITION LLC.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

CMG CIT ACQUISITION LLC

DBA

COREMEDICAL GROUP

EIN

all filings

Address

655 SOUTH WILLOW STREET · SUITE 128 · MANCHESTER, NH · 03103

Phone

(603) 893-4515

Industry

Real Estate

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

2025-10-07

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$81K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTON LARSON ALLEN LLP	41-0746749	—	AUDIT	$14K	—

Investments

39 direct securities· $27.4M(93% of reported assets)

Other securities

$17.0M

16 holdings

Mutual Funds

$9.1M

18 holdings

Stable Value

$570K

1 holding

Common Collective Trusts

$486K

2 holdings

Bonds / Notes

$152K

1 holding

Cash / Money Market

$91K

1 holding

					% of plan
BlackRock LifePath Dynamic 2055 K Mutual Fund	Other securities	—	—	$3.5M	11.8%
BlackRock LifePath Dynamic Retirement K Mutual Fund	Other securities	—	—	$2.6M	8.7%
American Funds Growth Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$2.0M	6.7%
American Funds American Fds Gr Fd of America R6	Mutual Funds	—	—	$2.0M	6.7%
BlackRock LifePath Dynamic 2050 K Mutual Fund	Other securities	—	—	$1.8M	6.3%
BlackRock LifePath Dynamic 2035 K Mutual Fund	Other securities	—	—	$1.5M	5.2%
BlackRock LifePath Dynamic 2045 K Mutual Fund	Other securities	—	—	$1.5M	5.0%
BlackRock LifePath Dynamic 2040 K Mutual Fund	Other securities	—	—	$1.3M	4.4%
BlackRock LifePath Dynamic 2030 K Mutual Fund	Other securities	—	—	$1.1M	3.8%
BlackRock Equity Dividend K Mutual Fund	Other securities	—	—	$1.1M	3.6%
Vanguard Small Cap index Adm Mutual Fund	Mutual Funds	—	—	$922K	3.1%
MFS Massachusetts Investors Gr Stk R6 Mutual Fund	Mutual Funds	—	—	$871K	3.0%
PGIM Jennison Mid-Cap Growth R6 Mutual Fund	Other securities	—	—	$678K	2.3%
Vanguard High-Yield Corporate Adm Mutual Fund	Mutual Funds	—	—	$656K	2.2%
First Eagle Global R6 Mutual Fund	Other securities	—	—	$620K	2.1%
TransAmerica Stable Value Core Option Guaranteed Investment Contract	Stable Value	—	—	$570K	1.9%
Vanguard Windsor Adm Mutual Fund	Mutual Funds	—	—	$544K	1.8%
American Funds EuroPacific Gr R6 Mutual Fund	Mutual Funds	—	—	$498K	1.7%
Thornburg Intl Eq R6	Other securities	—	—	$440K	1.5%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$409K	1.4%
Nuveen Real Estate Securities R6 Mutual Fund	Mutual Funds	—	—	$335K	1.1%
Loomis Sayles Investment Grade Bond N Mutual Fund	Other securities	—	—	$327K	1.1%
American Century Mid Cap Value R6 Mutual Fund	Other securities	—	—	$320K	1.1%
Invesco EQV Intl Equity R6 Mutual Fund	Mutual Funds	—	—	$319K	1.1%
Loomis Sayles Core Plus Bond N Mutual Fund	Other securities	—	—	$316K	1.1%
DFA Commodity Strategy I Mutual Fund	Mutual Funds	—	—	$293K	1.0%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$225K	0.8%
Vanguard Wellington Inv Mutual Fund	Mutual Funds	—	—	$200K	0.7%
Participant Loans Interest Rates of 4.25% to 9.5%	Bonds / Notes	—	—	$152K	0.5%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$108K	0.4%
Reliance Trust Company Cash Account	Cash / Money Market	—	—	$91K	0.3%
Vanguard Dvlp Mrkts Indx Admrl Mutual Fund	Mutual Funds	—	—	$77K	0.3%
Vanguard Developed Mkt Idx Admiral	Common Collective Trusts	—	—	$77K	0.3%
American Funds Capital World Bond R6 Mutual Fund	Mutual Funds	—	—	$60K	0.2%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$41K	0.1%
DFA Emerging Markets Core Equity I Mutual Fund	Mutual Funds	—	—	$21K	<0.1%
PIMCO Income Institutional Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
BlackRock LifePath Dynamic 2065 K Mutual Fund	Other securities	—	—	$2K	<0.1%
BlackRock LifePath Dynamic 2060 K Mutual Fund	Other securities	—	—	$2K	<0.1%