Cdi Corporation 401(K) Savings Plan — Form 5500 plan (Cdi Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cdi Corporation 401(K) Savings Plan is a benefit plan reported by Cdi Corporation under EIN 23-1341909 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,055 participants and $224,927,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cdi Corporation
- EIN
- 23-1341909
- Plan number
- 004
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 3,055
- End-of-year plan assets
- $224,927,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,055 | H, C | 20241008103903NAL0008267939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $224,927,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $224,927,456
- Net assets (BOY)
- $200,822,644
Income & contributions
- Employer contributions
- $1,490,309
- Participant contributions
- $5,262,732
- Total contributions
- $8,331,762
- Total income / additions
- $47,064,823
Expenses & distributions
- Benefits paid
- $22,589,422
- Administrative expenses
- $361,640
- Total expenses
- $22,960,011
- Net increase / (decrease)
- $24,104,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $206,421 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $144,017 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,210 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $600 | not reported in the loaded dataset | 2023 |
| Ballard Spahr Llp | ATTORNEY | $392 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cdi Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation
- Ballard Spahr Llp — Schedule C compensation