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Original filing (PDF)20251007083224NAL0004315697001
CMI MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
CMI RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
119
Plan assets (EOY)
$94K
Net assets (EOY)
$94K
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CMI MANAGEMENT, LLC.
Plan sponsor
Name
CMI MANAGEMENT, LLC
EIN
54-1524907
Address
5285 SHAWNEE ROAD, SUITE 510 · ALEXANDRIA, VA · 22312
Phone
(703) 738-5300
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAS PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
12 direct securities · 1 pooled fund· $210K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$117K
12 holdings
Pooled Separate Account
$93K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUNITY CO · EIN 70-0294708 / PN 000 | Pooled Separate Account | — | — | $93K | 98.7% | |
| My Compass My Compass Ind Moderate Fund | — | — | — | $24K | 25.1% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $24K | 25.1% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | — | — | — | $18K | 19.4% | |
| My Compass My Compass Ind Moderate 2035 | — | — | — | $17K | 18.1% | |
| My Compass My Compass Ind Moderate 2065 | — | — | — | $15K | 15.5% | |
| My Compass My Compass Ind Moderate 2045 | — | — | — | $9K | 9.7% | |
| MyCompass Ind Cns 2045 F R Common Collective Trust | — | — | — | $4K | 4.1% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | — | — | — | $2K | 1.7% | |
| My Compass My Compass Ind Conservative Retirement Fund | — | — | — | $2K | 1.7% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $1K | 1.4% | |
| Voya Government Money Market | — | — | — | $1K | 1.4% | |
| Participants Loans 9.00% | — | — | — | $1K | 1.1% |
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