Plan Snapshot
- Plan Sponsor: Cdo Technologies
- Sponsor EIN: 311297767
- Sponsor Address: 5200 SPRINGFIELD ST., SUITE 320, DAYTON, OH, 454311265
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $11.1M
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 | 121 | $11.1M | $66,794 | $877,553 |
| 2023 | 150 | $10.7M | $76,781 | $1.0M |
| 2022 | 206 | $9.5M | $89,472 | $1.1M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
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 | $83,503 | — | — | — | — |
| 2023 | $84,517 | — | — | — | — |
| 2022 | $89,992 | — | — | — | — |