How big is Customer Marketing Group Inc.'s plan?

Customer Marketing Group Inc.'s plan reported $1.2M in assets and 8 participants for 2025.

Original filing (PDF)20260521101154NAL0002558432001

Customer Marketing Group Inc.

Name: Customer Marketing Group Inc. — Form 5500 (2025)
Creator: Customer Marketing Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Customer Marketing Group Inc. held $1.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Leanne Donaldson signed Customer Marketing Group Inc.'s 2025 Form 5500 as plan administrator.

Leanne Donaldson — 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

Customer Marketing Group Inc.'s EIN is 76-0698119.

EIN 76-0698119

Plan number 001

Plan year 2025

ACK ID 20260521101154NAL0002558432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Customer Marketing Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Customer Marketing Group Inc.'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 CUSTOMER MARKETING GROUP INC.

Finding similar companies…

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