Clare Sataloff signed CNM, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CNM, LLP's EIN is 65-1202484.
Download the official 2024 Form 5500 (PDF) for CNM, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CNM, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 13-5674085 | — | INVESTMENT ADVISOR | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | Mutual Funds | — | — | $3.6M | 15.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | Mutual Funds | — | — | $2.9M | 12.6% | |
| iShares S&P 500 Index K Mutual Fund | Common Collective Trusts | — | — | $2.6M | 11.5% | |
| MFS Growth R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 8.2% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 8.1% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 4.9% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 4.7% | |
| JPMorgan US Equity R6 Mutual Fund | Other securities | — | — | $993K | 4.3% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | Mutual Funds | — | — | $813K | 3.5% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | Mutual Funds | — | — | $661K | 2.9% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | Mutual Funds | — | — | $651K | 2.8% | |
| iShares Russell Mid Cap Index K Mutual Fund | Other securities | — | — | $332K | 1.4% | |
| PGIM High Yield R6 Mutual Fund | Other securities | — | — | $321K | 1.4% | |
| Lord Abbett Short Duration Income R6 Mutual Fund | Mutual Funds | — | — | $300K | 1.3% | |
| American Funds Target Date Retirement 2030 R6 Mutual Fund | Mutual Funds | — | — | $293K | 1.3% | |
| iShares MSCI Total International Index K Mutual Fund | Other securities | — | — | $247K | 1.1% | |
| Neuberger Berman Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $246K | 1.1% | |
| BlackRock Liquidity FedFund Premier Mutual Fund | Other securities | — | — | $225K | 1.0% | |
| MFS Conservative Allocation R4 Mutual Fund ** 180 BlackRock Inflation Protected Bond K Mutual Fund | Mutual Funds | — | — | $220K | 1.0% | |
| PIMCO Income Institutional Mutual Fund | Mutual Funds | — | — | $215K | 0.9% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $172K | 0.7% | |
| iShares Russell 2000 Small-Cap Index K Mutual Fund | Common Collective Trusts | — | — | $157K | 0.7% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | Other securities | — | — | $154K | 0.7% | |
| Invesco Global R6 Mutual Fund | Mutual Funds | — | — | $152K | 0.7% | |
| iShare U.S. Aggregate Bond Index K Mutual Fund | Other securities | — | — | $144K | 0.6% | |
| Invesco Real Estate R6 Mutual Fund | Mutual Funds | — | — | $141K | 0.6% | |
| T. Rowe Price Overseas Stock I Mutual Fund | Other securities | — | — | $138K | 0.6% | |
| American Century Emerging Markets R6 Mutual Fund | Other securities | — | — | $128K | 0.6% | |
| Nuveen Lifecycle Index Ret Income R6 Mutual Fund ** 696 JPMorgan Govt Bond R6 Mutual Fund | U.S. Treasuries | — | — | $125K | 0.5% | |
| Lord Abbett Income R6 Mutual Fund | Mutual Funds | — | — | $124K | 0.5% | |
| Participant Loans to participants, bearing interest from 6.5% to 9.5% | Bonds / Notes | — | — | $118K | 0.5% | |
| Victory Trivalent International Small-Cap I Mutual Fund | Other securities | — | — | $106K | 0.5% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | Mutual Funds | — | — | $104K | 0.5% | |
| AB Global Bond Z Mutual Fund | Other securities | — | — | $101K | 0.4% | |
| Franklin Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $87K | 0.4% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Fund ** 817 Nuveen Lifecycle Index 2020 R6 Mutual Fund ** 231 Nuveen Lifecycle Index 2025 R6 Mutual Fund | Mutual Funds | — | — | $73K | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund | Mutual Funds | — | — | $71K | 0.3% | |
| DWS Enhanced Commodity Strategy R6 Mutual Fund | Other securities | — | — | $33K | 0.1% | |
| MFS Growth Allocation R4 Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| American Funds Target Date Retirement 2050 R6 Mutual Fund ** 210 American Funds Target Date Retirement 2055 R6 Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| NYLI Income Builder R6 Mutual Fund | Other securities | — | — | $17K | <0.1% | |
| American Funds Target Date Retirement 2040 R6 Mutual Fund ** 591 American Funds Target Date Retirement 2045 R6 Mutual Fund | Mutual Funds | — | — | $17K | <0.1% | |
| MFS Moderate Allocation R4 Mutual Fund | Mutual Funds | — | — | $16K | <0.1% | |
| American Funds Target Date Retirement 2010 R6 Mutual Fund ** 188 American Funds Target Date Retirement 2015 R6 Mutual Fund | Mutual Funds | — | — | $14K | <0.1% | |
| American Funds Target Date Retirement 2020 R6 Mutual Fund ** 190 American Funds Target Date Retirement 2025 R6 Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds Target Date Retirement 2035 R6 Mutual Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | AUDIT | $13K | — |
