Plan Ledger DOL Form 5500 · updated monthly

Cdata Software, Inc.401(k)

CDATA SOFTWARE, INC. 401(K) PLAN · CHAPEL HILL, NC · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Cdata Software, Inc. reported $2,708 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,574 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.019% to 0.022%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 887th-largest of 2,005 plans among North Carolina employers on file, and 1,227th of 2,199 in information & media. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,836,855
Participants with balances191
Active participants175
Employer contributions$1,500,375
Employee contributions$2,091,471
Employer contribution per active participant$8,574
Average account balance$77,680
Benefits paid to participants$848,040
Plan auditUnmodified (clean) audit opinion
AuditorEISNER AMPER LLP
Plan history2
Yearassets · accounts · employer contribution
2024$14.8M · 191 accts · $1.5M emplr
2023$10.1M · 158 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,708
Total administrative$2,708
The Cdata Software, Inc. 401(k) match · 2024
Employer contribution per active participant$8,574
Median for plans this size$2,416
2024$8,574 per active participant
2023$8,315 per active participant

Cdata Software, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$2,708

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$2,708 · 0.02%
2023$1,566 · 0.02%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 471860136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.