# Cdi Management Corp 401(k) Plan
Source: https://planprovider.pro/companies/cdi-management-corp-401k-plan

> Cdi Management Corp's 401(k) plan: 3,167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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