CMC Interactive Revenue

About CMC Interactive

CMC Interactive, LLC provides comprehensive Third Party Administration (TPA) and daily recordkeeping solutions to retirement plans. Since CMC Interactive, LLC (CMC) was founded in 2001, it has focused solely on servicing employer sponsored retirement plans. CMC’s four principals have been serving retirement plans, their sponsors, and participants since 1980. All four leaders take pride in their continued involvement in managing the firm and shaping CMC’s vision for the future. CMC’s hands on experienced leadership drives efficient operations, creating more time to deliver superior professional services. CMC’s experienced team works closely with plan sponsors. Customized solutions are provided to fit the unique needs of each company and participant population. CMC takes the time to determine the best options for each plan and participant group, and then explain each option in detail to the plan sponsor until they are comfortable with all recommendations. While many of CMC’s competitors offer services unrelated to retirement plans or sell products such as insurance, CMC’s experienced principals and professionals focus solely on servicing company sponsored retirement plans and their participants. Members of the CMC team are credited with the following: • Enrolled Retirement Plan Agents (ERPAs) • Qualified Pension Administrators (QPAs) • Qualified 401(k) Administrators (QKAs) • Members, American Society of Pension Professionals & Actuaries (ASPPA) • Enrolled Actuary (EA) • Member, American Academy of Actuaries (MAAA) • Series 65 and 66 registrations • Schwab Trust and Custody Advisory Board Member • Relius Executive Board Member CMC Stats - Total Assets Under Administration - > $1.5 Billion Number of Plans Under Administration - > 500 Typical CMC Plan Profile - Plans range in size from start-ups to $100 million + One to 1,000 participants per plan 401(k), Profit Sharing and Defined Benefit Plans Clients located nationwide

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