Cm Management, Inc. 401(k) Plan: Login, Facts & Contact Information

Cm Management, Inc. 401(k) Plan Facts

Plan name
CM MANAGEMENT, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CM MANAGEMENT, INC.
Participants
349 (346 active employees)
Former employees with a balance
26
Plan assets
$11,202,643 at Dec 31, 2024
Average account balance
$67,895 across 165 accounts
Recordkeeper
Capital Group Retirement Plan Svcs.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1990
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.31 million went into the plan in contributions.
  • $2.14 million was paid out to participants.
  • Investment and other income added $1.54 million.
  • Administrative expenses were $42,788, about $259 per account.

How the Cm Management, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019315$9.43 million$0$1.45 million
2020288$10.0 million$0$1.54 million
2021288$11.0 million$0$1.15 million
2022386$8.58 million$0$1.73 million
2023406$10.5 million$0$742,467
2024349$11.2 million$0$2.14 million

Cm Management, Inc. 401(k) Contact Information

Phone
239-908-2700
Mailing address
12660 BONITA BEACH ROAD, BONITA SPRINGS FL 34135
Plan sponsor
CM MANAGEMENT, INC.
Employer identification number (EIN)
16-1560888
Plan number
002

Questions about the Cm Management, Inc. 401(k)

Does Cm Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Cm Management, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Cm Management, Inc 401(k) plan?

349 participants at the start of plan year 2024, 346 of them active employees, and 26 former employees who still had money in the plan.

What is the average 401(k) balance at Cm Management, Inc?

About $67,895 per account: $11.2 million in plan assets across 165 accounts with a balance at the end of plan year 2024.

Who manages the Cm Management, Inc 401(k) accounts?

Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cm Management, Inc. How do I access my 401(k)?

Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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