How big is Custom Management Group, LLC's plan?

Custom Management Group, LLC's plan reported $2.2M in assets and 16 participants for 2024.

Original filing (PDF)20250325155627NAL0029349522001

Custom Management Group, LLC

Name: Custom Management Group, LLC — Custom Management, Form 5500 (2024)
Creator: Custom Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Management Group, LLC 401(k) Plan and Trust

401(k) retirement plan · Custom Management Group, LLC's Custom Management Group, LLC 401(k) Plan and Trust held $2.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Alison Cockrell signed Custom Management Group, LLC's 2024 Form 5500 as plan administrator.

Alison Cockrell — 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

Custom Management Group, LLC's EIN is 54-2012886.

EIN 54-2012886

Plan number 002

Plan year 2024

ACK ID 20250325155627NAL0029349522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custom Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Management Group, 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 CUSTOM MANAGEMENT GROUP, LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score