Growing assets CMC administers over $1.5 billion in assets across more than 500 plans, indicating a proven track record and substantial opportunity for cross-selling related services to existing clients as they scale.

Broad plan mix Plans range from start-ups to well over $100 million, with 401(k), profit sharing, and defined benefit structures, creating opportunities to tailor additional administration, compliance, and consulting services across diverse plan types.

Retirement focus Purely retirement-focused TPA and recordkeeping expertise, backed by credentialed leadership and ASPPA/MAAA affiliations, positions CMC as a trusted partner for sponsors seeking specialized, low-risk outsourcing solutions.

Nationwide footprint Clients located nationwide, enabling scalable solutions and potential for targeted outreach to growing employers across regions that are expanding retirement plan offerings or converting to outsourced administration.

Tech and security grid Utilizes established tech stack and security practices (ASP.NET, security headers, data protection measures) which can be leveraged in conversations about modernizing legacy processes, data integrity, and cybersecurity for retirement plans.