Plan Ledger DOL Form 5500 · updated monthly

Cdi Services, Inc.401(k)

CDI SERVICES 401(K) PLAN AND TRUST · MURFREESBORO, TN · plan year 2022

Reported admin expense ratio · 2022
0.79%

Cdi Services, Inc. reported $11,488 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Tennessee (1,373rd of 1,496), and 2,232nd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,364,526
Participants with balances44
Active participants131
Employer contributions—
Employee contributions$117,957
Employer contribution per active participant—
Average account balance$31,012
Benefits paid to participants$39,529
Plan auditUnmodified (clean) audit opinion
AuditorWOLFE, MCDUFF & OPPIE, P. A.
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,488 · 0.79%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Tranco Logistics, LLC TN$1.7M · 1.42%
Fleet Equipment, LLC TN$1.6M · 0.03%
Beacon Transport, LLC TN$1.1M · 0.55%
Accelerated Courier TN$1.1M · 2.23%
Nitetrain Coach Co, Inc. TN$930K · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351298015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.