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Original filing (PDF)20250731122818NAL0002574739001
CNM, LLP
Form 5500
FILING_RECEIVED
CNM 401(K) PLAN
401(k) retirement plan
Active participants
173
Accounts w/ balance
243
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 86% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CNM, LLP.
Plan sponsor
Name
CNM, LLP
EIN
65-1202484
Address
6320 CANOGA AVENUE SUITE 150 · WOODLAND HILLS, CA · 91367
Phone
(818) 999-9501
Industry
CPA Offices· Professional & Technical Servicessee all
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 13-5674085 | — | INVESTMENT ADVISOR | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | AUDIT | $13K | — |
Investments
46 direct securities· $22.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | — | — | — | $3.6M | 15.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | — | — | — | $2.9M | 12.6% | |
| iShares S&P 500 Index K Mutual Fund | — | — | — | $2.6M | 11.5% | |
| MFS Growth R6 Mutual Fund | — | — | — | $1.9M | 8.2% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund | — | — | — | $1.9M | 8.1% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $1.1M | 4.9% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | — | — | — | $1.1M | 4.7% | |
| JPMorgan US Equity R6 Mutual Fund | — | — | — | $993K | 4.3% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | — | — | — | $813K | 3.5% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | — | — | — | $661K | 2.9% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | — | — | — | $651K | 2.8% | |
| iShares Russell Mid Cap Index K Mutual Fund | — | — | — | $332K | 1.4% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $321K | 1.4% | |
| Lord Abbett Short Duration Income R6 Mutual Fund | — | — | — | $300K | 1.3% | |
| American Funds Target Date Retirement 2030 R6 Mutual Fund | — | — | — | $293K | 1.3% | |
| iShares MSCI Total International Index K Mutual Fund | — | — | — | $247K | 1.1% | |
| Neuberger Berman Mid Cap Growth R6 Mutual Fund | — | — | — | $246K | 1.1% | |
| BlackRock Liquidity FedFund Premier Mutual Fund | — | — | — | $225K | 1.0% | |
| MFS Conservative Allocation R4 Mutual Fund ** 180 BlackRock Inflation Protected Bond K Mutual Fund | — | — | — | $220K | 1.0% | |
| PIMCO Income Institutional Mutual Fund | — | — | — | $215K | 0.9% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $172K | 0.7% | |
| iShares Russell 2000 Small-Cap Index K Mutual Fund | — | — | — | $157K | 0.7% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $154K | 0.7% | |
| Invesco Global R6 Mutual Fund | — | — | — | $152K | 0.7% | |
| iShare U.S. Aggregate Bond Index K Mutual Fund | — | — | — | $144K | 0.6% | |
| Invesco Real Estate R6 Mutual Fund | — | — | — | $141K | 0.6% | |
| T. Rowe Price Overseas Stock I Mutual Fund | — | — | — | $138K | 0.6% | |
| American Century Emerging Markets R6 Mutual Fund | — | — | — | $128K | 0.6% | |
| Nuveen Lifecycle Index Ret Income R6 Mutual Fund ** 696 JPMorgan Govt Bond R6 Mutual Fund | — | — | — | $125K | 0.5% | |
| Lord Abbett Income R6 Mutual Fund | — | — | — | $124K | 0.5% | |
| Participant Loans to participants, bearing interest from 6.5% to 9.5% | — | — | — | $118K | 0.5% | |
| Victory Trivalent International Small-Cap I Mutual Fund | — | — | — | $106K | 0.5% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | — | — | — | $104K | 0.5% | |
| AB Global Bond Z Mutual Fund | — | — | — | $101K | 0.4% | |
| Franklin Small Cap Growth R6 Mutual Fund | — | — | — | $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 | — | — | — | $73K | 0.3% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund | — | — | — | $71K | 0.3% | |
| DWS Enhanced Commodity Strategy R6 Mutual Fund | — | — | — | $33K | 0.1% | |
| MFS Growth Allocation R4 Mutual Fund | — | — | — | $20K | <0.1% | |
| American Funds Target Date Retirement 2050 R6 Mutual Fund ** 210 American Funds Target Date Retirement 2055 R6 Mutual Fund | — | — | — | $17K | <0.1% | |
| NYLI Income Builder R6 Mutual Fund | — | — | — | $17K | <0.1% | |
| American Funds Target Date Retirement 2040 R6 Mutual Fund ** 591 American Funds Target Date Retirement 2045 R6 Mutual Fund | — | — | — | $17K | <0.1% | |
| MFS Moderate Allocation R4 Mutual Fund | — | — | — | $16K | <0.1% | |
| American Funds Target Date Retirement 2010 R6 Mutual Fund ** 188 American Funds Target Date Retirement 2015 R6 Mutual Fund | — | — | — | $14K | <0.1% | |
| American Funds Target Date Retirement 2020 R6 Mutual Fund ** 190 American Funds Target Date Retirement 2025 R6 Mutual Fund | — | — | — | $10K | <0.1% | |
| American Funds Target Date Retirement 2035 R6 Mutual Fund | — | — | — | $8K | <0.1% |
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