Plan Snapshot
- Plan Sponsor: Cdi Corporation
- Sponsor EIN: 231341909
- Sponsor Address: 11200 RICHMOND AVE., HOUSTON, TX, 77082
- Plan Type: 401(k)
- Total Participants: 609
- Total Assets: $239.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 609 | $239.1M | $1.6M | $5.8M |
| 2023 | 684 | $224.9M | $1.5M | $5.3M |
| 2022 | 538 | $200.8M | $626,050 | $3.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FISCHER CUNNANE & ASSOCATES, LT | Auditor | $42,300 | — | $42,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISCHER CUNNANE & ASSOCATES, LT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,300
- Estimated Expense Ratio: 0.018% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $354,861 | $185,028 | — | $42,300 | — |
| 2023 | $361,640 | $154,227 | — | — | — |
| 2022 | $180,376 | — | $172,006 | — | $8,070 |