Original filing (PDF)20250925152409NAL0009909728001

CMC Energy Services, Inc.

Name: CMC Energy Services, Inc. — CMC Energy Services, Form 5500 (2024)
Creator: CMC Energy Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CMC Energy Services Profit Sharing and 401 (K) Plan

401(k) retirement plan · CMC Energy Services, Inc.'s CMC Energy Services Profit Sharing and 401 (K) Plan held $17.5M in plan assets for 377 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

377

Accounts w/ balance

492

Plan assets (EOY)

$17.5M

Net assets (EOY)

$17.5M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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).
Total administrative cost in the bottom quartile of peers (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CMC ENERGY SERVICES, INC..

Plan sponsor

Name

CMC ENERGY SERVICES, INC.

EIN

52-1101290all filings

Address

550 PINETOWN ROAD, SUITE 340 · FORT WASHINGTON, PA · 19034

Phone

(215) 540-5800

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CA	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	95-2834236	SAN RAFAEL, CA	INVESTMENT ADVISOR	$55K	—

Investments

28 direct securities· $17.5M(100% of reported assets)

Mutual Funds

$11.6M

13 holdings

Other securities

$2.9M

9 holdings

Common Collective Trusts

$1.6M

4 holdings

Common Stocks

$919K

1 holding

Bonds / Notes

$423K

1 holding

					% of plan
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$2.1M	12.1%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$1.8M	10.3%
JP Morgan Large Cap Growth Fund	Other securities	—	—	$1.4M	8.0%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$1.4M	7.8%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$1.3M	7.4%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$1.3M	7.2%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$1.1M	6.1%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$989K	5.7%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$988K	5.6%
Great-West Life & Annuity Insurance Company Key Guaranteed Portfolio Fund	Common Stocks	—	—	$919K	5.3%
JP Morgan Mid Cap Growth Fund	Other securities	—	—	$855K	4.9%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$837K	4.8%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$459K	2.6%
Participant loans Interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$423K	2.4%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$383K	2.2%
JP Morgan US Equity Fund	Other securities	—	—	$307K	1.8%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$250K	1.4%
American Funds Europacific Growth Fund	Mutual Funds	—	—	$225K	1.3%
Allspring Special Mid Cap Value Fund	Other securities	—	—	$185K	1.1%
American Funds American Balanced Fund	Mutual Funds	—	—	$126K	0.7%
Federated Total Return Bond Fund	Other securities	—	—	$69K	0.4%
Federated Institutional High Yield Bond Fund	Other securities	—	—	$62K	0.4%
BlackRock Income Fund	Other securities	—	—	$47K	0.3%
Vanguard Inflation-Protected Securities Fund	Mutual Funds	—	—	$29K	0.2%
Vanguard Emerging Markets Stock Index Fund	Common Collective Trusts	—	—	$21K	0.1%
Hartford World Bond Fund	Other securities	—	—	$19K	0.1%
Deutsche DWS Reef Real Estate Securities Fund	Other securities	—	—	$7K	<0.1%
American Funds American Mutual Fund	Mutual Funds	—	—	$6K	<0.1%