# Cdk Global Ii LLC 401(k) Plan
Source: https://planprovider.pro/companies/cdk-global-inc-401k-plan

> Cdk Global Ii LLC's 401(k) plan: 3,154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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