Original filing (PDF)20251105102924NAL0022439922001

CM COMMERCIAL REAL ESTATE, INC.

Name: CM COMMERCIAL REAL ESTATE, INC. — CM REALTY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CM COMMERCIAL REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

CM REALTY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CM COMMERCIAL REAL ESTATE, INC..

Plan sponsor

Name

CM COMMERCIAL REAL ESTATE, INC.

EIN

94-3314230

Address

363 VILLAGE SQUARE · ORINDA, CA · 94563

Phone

(415) 543-9401

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-11-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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