Cdi Management Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Cdi Management Corp)
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 Management Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Cdi Management Corp under EIN 41-1494850 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,038 participants and $287,923,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cdi Management Corp
- EIN
- 41-1494850
- Plan number
- 003
- Plan type
- 2
- Location
- St. Louis Park, MN
- Latest filing year
- 2023
- Participants
- 4,038
- End-of-year plan assets
- $287,923,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,038 | H, C | 20240926182618NAL0001880000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $287,923,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $287,923,392
- Net assets (BOY)
- $246,833,519
Income & contributions
- Employer contributions
- $6,235,732
- Participant contributions
- $16,614,524
- Total contributions
- $24,015,099
- Total income / additions
- $66,992,016
Expenses & distributions
- Benefits paid
- $25,885,493
- Administrative expenses
- $8,492
- Total expenses
- $25,902,143
- Net increase / (decrease)
- $41,089,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | CONSULTANT | $56,250 | not reported in the loaded dataset | 2023 |
| Abdo, Llp | ACCOUNTANT/AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,649 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$84,108 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cdi Management Corp
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Louis Park, MN
- Merrill Lynch — Schedule C compensation
- Abdo, Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation