Cds Logistics Retirement Plan — Form 5500 plan (Cds Logistics Management Inc)
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, Cds Logistics Retirement Plan is a benefit plan reported by Cds Logistics Management Inc under EIN 52-1677968 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $5,272,845 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.3MPlan net assets, end of year$5,272,845
Participants208Covered participants reported
Assets / participant$25.4KComputed: assets ÷ participants$25,350 (computed)
Provider compensation$29.6K2 Schedule C provider row(s)$29,574
- Plan sponsor
- Cds Logistics Management Inc
- EIN
- 52-1677968
- Plan number
- 001
- Plan type
- 2
- Location
- Middle River, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240828080542NAL0019230768001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,272,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,272,845
- Net assets (BOY)
- $3,859,711
Income & contributions
- Employer contributions
- $339,644
- Participant contributions
- $581,785
- Total contributions
- $949,025
- Total income / additions
- $1,670,014
Expenses & distributions
- Benefits paid
- $219,238
- Administrative expenses
- $29,937
- Total expenses
- $256,880
- Net increase / (decrease)
- $1,413,134
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,174 | $0 | 2023 |
| Cornerstone Advisory Llp | ADVISOR | $8,400 | not reported in the loaded dataset | 2023 |