AUMdb

Cme Associates 401(k) Profit Sharing Plan

Sponsored by Consulting & Municipal Engineers, Llp · EIN 223484435 · Plan #002

Total assets
$56.7M
Net assets
$56.7M
Active participants
293
With balances
346

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $61,209
Creative Planning Llc Investment advisory (plan) $19,566
Empower Annuity Insurance Company O Recordkeeping fees $15,341