Plan Ledger DOL Form 5500 · updated monthly

Cdi Services, Inc.401(k)

CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN · WAHPETON, ND · plan year 2025

Reported admin expense ratio · 2025
0.56%

Cdi Services, Inc. reported $86,212 in plan administrative expenses for 2025: 0.56% 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.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other administrative & support services employers. By assets it is the 135th-largest of 279 plans among North Dakota employers on file, and the 733rd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$16,011,825
Participants with balances257
Active participants282
Employer contributions—
Employee contributions$1,029,891
Employer contribution per active participant—
Average account balance$62,303
Benefits paid to participants$1,630,070
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$16.0M · 257 accts
2024$14.9M · 252 accts
2023$13.2M · 249 accts
2022$11.4M · 244 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$86,212
Total administrative$86,212
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$86,212
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$86,212 · 0.56%
2024$78,925 · 0.56%
2023$68,253 · 0.55%
2022$65,708 · 0.54%
All plans at this employer2
CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN401(k)
CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP
Same employer
Similar plansAdministrative & Support Services · North Dakota
Allegiance Fundraising LLC ND$22.3M · 0.11%
Aspen Waste Systems, Inc. MN$16.1M · 0.16%
Axtella, LLC MI$16.1M · 0.10%
American Litho, Inc. IL$16.1M · 0.46%
Cbe Companies, Inc. IA$16.0M · 0.53%
Heorot Power Holdings LLC CO$16.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455240671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.