How big is The CBM Group, Inc.'s plan?

The CBM Group, Inc.'s plan reported $1.3M in assets and 97 participants for 2024.

Original filing (PDF)20250922160101NAL0012718994001

The CBM Group, Inc.

Name: The CBM Group, Inc. — The CBM Group, Inc. 401(k), Form 5500 (2024)
Creator: The CBM Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The CBM Group, Inc. 401(k) Plan

401(k) retirement plan · The CBM Group, Inc.'s The CBM Group, Inc. 401(k) Plan held $1.3M in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Megan Pettersen signed The CBM Group, Inc.'s 2024 Form 5500 as plan administrator.

Megan Pettersen — 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

The CBM Group, Inc.'s EIN is 94-2871872.

EIN 94-2871872

Plan number 001

Plan year 2024

ACK ID 20250922160101NAL0012718994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The CBM Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The CBM 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 THE CBM GROUP, INC.

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Plan health score

Above-average plan

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

Knocking points off