AUMdb

Cdi Services, Inc. Employee Stock Ownership Plan & Trust

Sponsored by Cdi Services, Inc. · EIN 455240671 · Plan #002

Total assets
$10.5M
Net assets
$10.3M
Active participants
269
With balances
293

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.