Cdi Management Corp. 401(k) Profit Sharing Plan
Sponsored by Cdi Management Corp · EIN 411494850 · Plan #003
- Total assets
- $320M
- Net assets
- $320M
- Active participants
- 3,167
- With balances
- 4,438
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Consulting (general) | $56,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,371 |
| Abdo, Eick & Meyers, Llp | Accounting | $16,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$167,302 |