How big is CLMI Group LLC's plan?

CLMI Group LLC's plan reported $63K in assets and 7 participants for 2024.

Original filing (PDF)20250710072841NAL0003327267001

CLMI Group LLC

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

Form 5500-SF

FILING_RECEIVED

CLMI Group 401(k) Plan

401(k) retirement plan · CLMI Group LLC's CLMI Group 401(k) Plan held $63K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Shirley Horner signed CLMI Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

CLMI Group LLC's EIN is 87-2158375.

EIN 87-2158375

Plan number 001

Plan year 2024

ACK ID 20250710072841NAL0003327267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CLMI Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLMI GROUP LLC.

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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