Plan Snapshot
- Plan Sponsor: Cdw LLC
- Sponsor EIN: 363310735
- Sponsor Address: 200 N. MILWAUKEE AVENUE, VERNON HILLS, IL, 60061
- Plan Type: 401(k)
- Total Participants: 11,353
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 11,353 | $2.3B | $22.5M | $129.1M |
| 2023 | 11,618 | $2.0B | $19.2M | $127.1M |
| 2022 | 11,738 | $1.6B | $40.8M | $117.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $587,017 | — | $587,017 |
| MERCER INVESTMETNS LLC | INVESTMENT ADVISOR | $138,537 | — | $138,537 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $725,554
- Estimated Expense Ratio: 0.032% 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 | $716,035 | $138,537 | $10,800 | — | — |
| 2023 | $561,123 | — | $1,800 | — | — |
| 2022 | $661,493 | — | — | — | — |