Plan Snapshot
- Plan Sponsor: Cdi Management Corp
- Sponsor EIN: 411494850
- Sponsor Address: 5775 WAYZATA BOULEVARD, SUITE 400, ST. LOUIS PARK, MN, 55416
- Plan Type: 401(k)
- Total Participants: 3,167
- Total Assets: $319.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,167 | $319.9M | $6.4M | $17.5M |
| 2023 | 3,087 | $287.9M | $6.2M | $16.6M |
| 2022 | 3,003 | $246.8M | $5.3M | $16.2M |
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 |
|---|---|---|---|---|
| ABDO, LLP | Auditor | $16,500 | — | $16,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.005% 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 | -$77,461 | $17,371 | $1,200 | $16,500 | — |
| 2023 | $8,492 | $9,649 | $600 | $16,000 | — |
| 2022 | -$120,913 | $224 | — | — | — |