Plan Ledger DOL Form 5500 · updated monthly

Cdi, LLC401(k)

CDI, LLC 401(K) PLAN · FOREST CITY, IA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Cdi, LLC reported $19,494 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $757 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 fell from 0.63% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Iowa (740th of 878), and 4,293rd of 5,337 in construction. In 2024, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,798,468
Participants with balances124
Active participants117
Employer contributions$88,545
Employee contributions$320,753
Employer contribution per active participant$757
Average account balance$30,633
Benefits paid to participants$181,471
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 124 accts · $89K emplr
2023$3.1M · 120 accts · $80K emplr
2022$2.3M · 112 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,494
Total administrative$19,494
The Cdi, LLC 401(k) match · 2024
Employer contribution per active participant$757
Median for plans this size$1,313
2024$757 per active participant
2023$691 per active participant
2022$700 per active participant

Cdi, LLC's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$19,494 · 0.57%
2023$15,760 · 0.59%
2022$18,819 · 0.63%
Same employer
Similar plansConstruction · Iowa
Murphy Tower Service, LLC IA$6.0M · 1.15%
Van Maanen Electric, Inc. IA$4.5M · 0.73%
Larson Construction IA$2.9M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352171122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.