Original filing (PDF)20250818160231NAL0000739875001

CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC

Name: CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC — CMC RETIREMENT & EMPLOYEE BENEFIT SPECIALISTS INC. EMPLOYEES PLAN, Form 5500 (2024)
Creator: CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC

Form 5500-SF

FILING_RECEIVED

CMC RETIREMENT & EMPLOYEE BENEFIT SPECIALISTS INC. EMPLOYEES PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC.

Plan sponsor

Name

CMC RETIREMENT & EMPLOYEE BENEFITS SPECIALISTS INC

EIN

95-4673312

Address

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

Phone

(818) 247-7900

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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