Plan Snapshot
- Plan Sponsor: Cds America, LLC
- Sponsor EIN: 223846818
- Sponsor Address: 20 HOOK MOUNTAIN ROAD, SUITE 104, PINE BROOK, NJ, 07034
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $3.8M
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 | 136 | $3.8M | $0 | $587,140 |
| 2023 | 143 | $3.2M | $0 | $631,799 |
| 2022 | 138 | $2.0M | $9,193 | $524,765 |
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 |
|---|---|---|---|---|
| BD & COMPANY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BD & COMPANY, INC. — Auditor
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 | $39,733 | — | $14,097 | — | — |
| 2023 | $25,104 | $503 | $1,700 | — | — |
| 2022 | $17,063 | $360 | — | — | $16,703 |