Plan Ledger DOL Form 5500 · updated monthly

Cdi Corporation401(k)

CDI CORPORATION 401(K) SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Cdi Corporation reported $354,861 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,566 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 rose from 0.08% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 348th-largest of 5,688 plans among Texas employers on file, and the 686th of 11,654 in professional & technical services. In 2024, employees put in $3.68 for every $1.00 the employer contributed; active participation has grown from 538 to 609 since 2022.

Plan summary
Net assets, end of year$239,101,492
Participants with balances2,676
Active participants609
Employer contributions$1,562,811
Employee contributions$5,752,285
Employer contribution per active participant$2,566
Average account balance$89,350
Benefits paid to participants$33,113,473
Plan auditUnmodified (clean) audit opinion
AuditorFISCHER CUNNANE & ASSOCATES, LT
Plan history3
Yearassets · accounts · employer contribution
2024$239.1M · 2,676 accts · $1.6M emplr
2023$224.9M · 2,966 accts · $1.5M emplr
2022$200.8M · 3,055 accts · $626K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,262
Investment management$185,028
Audit (IQPA)$42,300
Total administrative$354,861
The Cdi Corporation 401(k) match · 2024
Employer contribution per active participant$2,566
Median for plans this size$3,635
2024$2,566 per active participant
2023$2,179 per active participant
2022$1,164 per active participant

Cdi Corporation's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$121,262
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$164,084
FISCHER CUNNANE & ASSOCIATES, LTD · Accounting / audit$42,300
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$20,945
BALLARD SPAHR LLP · Legal$5,671

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

Administrative cost history3
2024$354,861 · 0.15%
2023$361,640 · 0.17%
2022$180,376 · 0.08%
Similar plansProfessional & Technical Services · Texas
Winstead PC TX$286.3M · 0.07%
Freese and Nichols, Inc. TX$274.6M · 0.09%
Bracewell LLP TX$258.0M · 0.02%
Musarubra US, LLC TX$251.0M · 0.00%
Susman Godfrey L.L.P. TX$229.8M · 0.04%
Trend Micro, Incorporated TX$222.8M · 0.09%
Q2 Holdings, Inc. TX$219.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231341909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.