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Original filing (PDF)20251003092945NAL0000757587001
COMMUNITY MANAGEMENT ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
CMA RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
288
Accounts w/ balance
132
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY MANAGEMENT ASSOCIATES, INC..
Plan sponsor
Name
COMMUNITY MANAGEMENT ASSOCIATES, INC.
EIN
58-1920396
Address
1465 NORTHSIDE DR. SUITE 128, · ATLANTA, GA · 303184220
Phone
(404) 835-9144
Industry
Real Estatesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TRAILBREAKER ACCOUNTING PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADVISORY | $4K | — |
| TRUST ADVISORY SERVICES, INC. | 37-1808847 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATED INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $8K | — |
Investments
14 direct securities · 17 pooled funds· $9.1M(99% 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.
Common Collective Trust
$5.2M
13 holdings
Uncategorized
$2.5M
14 holdings
Pooled Separate Account
$1.4M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 14.9% | |
| PRIN LGCAP S & P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $991K | 10.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $915K | 10.0% | |
| T. Rowe Price Funds Registered Investment Company T.Rowe Price Bl Chip Gr R Fd | — | — | — | $735K | 8.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $649K | 7.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $623K | 6.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $571K | 6.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $452K | 4.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $404K | 4.4% | |
| MFS Investment Management Registered Investment Company MFS Intl Diversification R2 Fd | — | — | — | $284K | 3.1% | |
| American Funds Service Company Registered Investment Company Amer Funds New Persp R3 Fd - | — | — | — | $245K | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $203K | 2.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $194K | 2.1% | |
| Principal Global Investors Trust Co Common/Collective Trust Prin LifeTime Hy 2070 CIT Z85 26 * Participant Loans Maturing 2025-2035 at Interest Rates Ranging from 4.25% To 9.50% | — | — | — | $184K | 2.0% | |
| Fidelity Investments Registered Investment Company Fidelity Adv Total Bond M Fd | — | — | — | $164K | 1.8% | |
| Eaton Vance Registered Investment Company Etn Vnc Atl Cp SMID-Cap R Fd | — | — | — | $155K | 1.7% | |
| American Funds Service Company Registered Investment Company Amer Funds New World R3 Fd | — | — | — | $147K | 1.6% | |
| The American Funds Registered Investment Company Amer Funds Am Mut R3 Fd | — | — | — | $146K | 1.6% | |
| Principal Life Insurance Company Insurance Company General Prin Fixed Inc Guar Option | — | — | — | $130K | 1.4% | |
| Victory Funds Registered Investment Company Victory Sycamore Est Val R Fd | — | — | — | $120K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $116K | 1.3% | |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $84K | 0.9% | |
| Lord Abbett Registered Investment Company Lord Abbett High Yield R2 Fd | — | — | — | $58K | 0.6% | |
| TIAA Investments Registered Investment Company TIAA-CREF Inf-Lkd Bd Retail Fd | — | — | — | $37K | 0.4% | |
| Franklin Templeton Investments Registered Investment Company Franklin Small Cap Value R Fd | — | — | — | $31K | 0.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $28K | 0.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $26K | 0.3% | |
| PGIM Investments Registered Investment Company PGIM Jennison Small Co R Fd | — | — | — | $18K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $597 | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $26 | <0.1% |
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