Plan Ledger DOL Form 5500 · updated monthly

Cdf Corporation401(k)

CDF CORPORATION 401(K) RETIREMENT PLAN · PLYMOUTH, MA · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

Cdf Corporation reported $34,990 in plan administrative expenses for 2023: 0.28% of average plan assets, above the peer median. Employer contributions averaged $2,470 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 2 years on file its reported administrative ratio has held roughly steady near 0.280%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,647th of 2,726), and 7,685th of 13,661 in manufacturing. In 2023, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,104,973
Participants with balances93
Active participants111
Employer contributions$274,217
Employee contributions$666,867
Employer contribution per active participant$2,470
Average account balance$140,914
Benefits paid to participants$1,234,532
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$13.1M · 93 accts · $274K emplr
2022$11.9M · 108 accts · $278K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,787
Investment management$30,203
Total administrative$34,990
The Cdf Corporation 401(k) match · 2023
Employer contribution per active participant$2,470
Median for plans this size$2,440
2023$2,470 per active participant
2022$2,014 per active participant

Cdf Corporation's 2023 employer contribution ran above the $2,440 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
COMMONWEALTH EQUITY SERVICES, INC. · Recordkeeping · Trustee$30,202
ADP, INC. · Loan processing · Recordkeeping$4,787

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

Administrative cost history2
2023$34,990 · 0.28%
2022$35,378 · 0.28%
Same employer
Similar plansManufacturing · Massachusetts
Hans Kissle Company, LLC MA$13.4M · 0.31%
Energy Sciences Inc. MA$13.1M · 0.92%
Ariston USA, LLC MA$13.0M · 0.51%
Lutco, Inc. MA$12.9M · 0.51%
Keystone Dental, Inc. MA$12.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042534080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.