Original filing (PDF)20250818160231NAL0000739875001

CMC Retirement & Employee Benefits Specialists Inc.

Name: CMC Retirement & Employee Benefits Specialists Inc. — Form 5500 Plan 002 (2024)
Creator: CMC Retirement & Employee Benefits Specialists Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CMC Retirement & Employee Benefit Specialists Inc. Employees Plan

401(k) retirement plan · CMC Retirement & Employee Benefits Specialists Inc.'s CMC Retirement & Employee Benefit Specialists Inc. Employees Plan held $3.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

CMC Retirement & Employee Benefits Specialists Inc.'s EIN is 95-4673312.

EIN 95-4673312

Plan number 002

Plan year 2024

ACK ID 20250818160231NAL0000739875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CMC Retirement & Employee Benefits Specialists Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CMC Retirement & Employee Benefits Specialists Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC

EIN

all filings

Address

24820 ORCHARD VILLAGE DR.STE A #394 · SANTA CLARITA, CA · 91355

Phone

(818) 247-7900

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator