Cmg Mortgage, Inc. 401(k) Plan: Login, Facts & Contact Information

Cmg Mortgage, Inc. 401(k) Plan Facts

Plan name
CMG FINANCIAL 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CMG MORTGAGE, INC. DBA CMG FINANCIAL
Participants
3,525 (3,748 active employees)
Former employees with a balance
262
Plan assets
$163,520,110 at Dec 31, 2024
Average account balance
$63,014 across 2,595 accounts
Employer contributions
$4,347,528 in plan year 2024 (11% of all contributions)
Recordkeeper
Empower Annuity Ins. Co. Of America
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ 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 Nov 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $38.9 million went into the plan in contributions, $4.35 million of it from the employer (11%).
  • $16.7 million was paid out to participants.
  • Investment and other income added $21.6 million.
  • Administrative expenses were $420,856, about $162 per account.

How the Cmg Mortgage, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,354$43.5 million$1.59 million$5.06 million
20201,622$64.0 million$2.22 million$4.34 million
20212,183$87.1 million$2.71 million$5.58 million
20222,389$79.8 million$2.58 million$10.5 million
20232,310$120.3 million$3.22 million$11.2 million
20243,525$163.5 million$4.35 million$16.7 million

Cmg Mortgage, Inc. 401(k) Contact Information

Phone
925-884-2764
Mailing address
3160 CROW CANYON ROAD SUITE 400, SAN RAMON CA 94583
Plan sponsor
CMG MORTGAGE, INC. DBA CMG FINANCIAL
Employer identification number (EIN)
68-0309242
Plan number
001

Questions about the Cmg Mortgage, Inc. 401(k)

Does Cmg Mortgage, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.35 million, 11% of all contributions.

Does the Cmg Mortgage, Inc 401(k) have automatic enrollment?

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

How many people are in the Cmg Mortgage, Inc 401(k) plan?

3,525 participants at the start of plan year 2024, 3,748 of them active employees, and 262 former employees who still had money in the plan.

What is the average 401(k) balance at Cmg Mortgage, Inc?

About $63,014 per account: $163.5 million in plan assets across 2,595 accounts with a balance at the end of plan year 2024.

Who manages the Cmg Mortgage, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INS. CO. OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Empower 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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