Plan Snapshot
- Plan Sponsor: Cdk Global Ii LLC
- Sponsor EIN: 465743146
- Sponsor Address: 11809 DOMAIN DRIVE, AUSTIN, TX, 78758
- Plan Type: 401(k)
- Total Participants: 3,154
- Total Assets: $735.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,154 | $735.5M | $12.6M | $32.5M |
| 2023 | 3,151 | $704.5M | $14.1M | $34.0M |
| 2022 | 4,090 | $663.3M | $17.3M | $39.7M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $267,445 | — | $267,445 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $220,947 | — | $220,947 |
| MERCER (US) INC MERCER INVESTMENTS | NONE | $180,778 | — | $180,778 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $669,170
- Estimated Expense Ratio: 0.091% 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 | $669,470 | $401,725 | — | — | — |
| 2023 | $845,177 | $537,302 | — | — | — |
| 2022 | $1,014,076 | $690,291 | — | — | $1,200 |