Plan Snapshot
- Plan Sponsor: Cdi Products, LLC
- Sponsor EIN: 760375113
- Sponsor Address: 8103 RANKIN RD, HUMBLE, TX, 773961456
- Plan Type: 401(k)
- Total Participants: 817
- Total Assets: $100.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 817 | $100.4M | $2.6M | $5.0M |
| 2023 | 825 | $91.0M | $2.7M | $5.0M |
| 2022 | 908 | $79.5M | $3.0M | $4.9M |
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 |
|---|---|---|---|---|
| SC&H ATTEST SERVICES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $212,258 | $64,945 | $147,313 | — | — |
| 2023 | $194,441 | $64,934 | $129,507 | — | — |
| 2022 | $190,181 | $66,179 | $124,002 | — | — |