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CMD Corporation

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

CMD Corporation

82
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
82
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (4)
Average in Peer Group (74)
Highest in Peer Group (90)

Plan Description

CMD Corporation's Employee Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 82. This plan is in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, and Salary Deferral. CMD Corporation's Employee Savings and Retirement Plan currently has over 100 active participants and over $39.6M in plan assets.

Did you know?

For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (82) and the top rated plan (90) could equate to:
6
Additional years of work
63,619
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address Po Box 1279
  • Location
    Appleton , WI
    • 54912-1279
  • Industry
    Manufacturing
  • Administrator
    Ricardo Abud
  • Net Plan Assets
    $39,600,000
  • Total Participants
    190
  • Avg Account Balance
    $210,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Above Average
Account Balance:
Great

Peer Group Plans

Company Rating
Helios Technologies 72.2
Foley Industries 72.0
The Gorman-Rupp Company 70.7
Webilt 63.1
United Technologies 62.3
Dexter Apache Holdings 56.2

Top Industry Articles

Compliance
‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

June 4, 2021
research
2021 PLANADVISER DCIO Survey
June 9, 2021
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The Department of Justice says Aon’s acquisition ‘would create a broking behemoth,’ breaking apart the ‘Big Three’ insurance brokers.

June 17, 2021
Compliance
Judge Significantly Pares Down Claims in ERISA Excessive Fee Suit

Some claims against Konica Minolta and its 401(k) committee were moved forward but all claims against the company’s board were dismissed.

June 16, 2021
Client Service
Women Face $1.1M Lifetime Salary Shortfall 

Retirement plan advisers can help women overcome this hurdle by being aware of the issue and counseling them on benefits and other career issues appropriately.

June 18, 2021

Investments

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Institutional Index 18%
9%
Dodge & Cox Balanced 14%
51%
Artisan Mid Cap 8%
37%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
OneAmerica Securities, Inc.
Corporate Trustee
BMO Harris Bank, N.A.
Auditor
Baker Tilly

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Ryan Alfred

Popular Questions

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