How big is CMD Co. LLC's plan?

CMD Co. LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250603122656NAL0018494400001

CMD Co. LLC

Name: CMD Co. LLC — CMD Co LLC 401(k), Form 5500 (2024)
Creator: CMD Co. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CMD Co LLC 401(k)

401(k) retirement plan · CMD Co. LLC's CMD Co LLC 401(k) held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Elizabeth Albrecht signed CMD Co. LLC's 2024 Form 5500 as plan administrator.

Elizabeth Albrecht — 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

CMD Co. LLC's EIN is 83-4402081.

EIN 83-4402081

Plan number 001

Plan year 2024

ACK ID 20250603122656NAL0018494400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CMD Co. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CMD Co. 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 CMD CO. LLC.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CMD CO. LLC

EIN

all filings

Address

375 EAST HORSETOOTH RD · BUILDING 4, SUITE 101 · FORT COLLINS, CO · 80525

Phone

(970) 237-5778

Industry

Finance & Insurance

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Mission Value Partners, LLC

Mission Value Partners Profit Sharing Plan

$1.6M · 2 participants

Raeber Equity Financial Services, Inc. d/b/a Equity Financial Services

Raeber Equity Financial Services 401(k) Plan

$1.6M · 3 participants

Compass Rose Strategic Partners LLC

Compass Rose Strategic Partners 401(k) Plan

$1.6M · 4 participants

Westover Capital Advisors, LLC

Westover Capital Advisors, LLC 401(k) Profit Sharing Plan

$1.6M · 9 participants

Cornerstone Advisors, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.