Plan Ledger DOL Form 5500 · updated monthly

Cdw LLC401(k)

CDW COWORKERS' PROFIT SHARING PLAN · VERNON HILLS, IL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Cdw LLC reported $716,035 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $1,982 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 0.04% to 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other retail trade employers. By assets it is the 42nd-largest of 3,702 plans among Illinois employers on file, and the 28th of 5,215 in retail trade. In 2024, employees put in $5.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,283,475,311
Participants with balances13,206
Active participants11,353
Employer contributions$22,497,383
Employee contributions$129,141,426
Employer contribution per active participant$1,982
Average account balance$172,912
Benefits paid to participants$163,217,749
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.3B · 13,206 accts · $22.5M emplr
2023$2.0B · 14,007 accts · $19.2M emplr
2022$1.6B · 12,508 accts · $40.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$577,498
Investment management$138,537
Total administrative$716,035
The Cdw LLC 401(k) match · 2024
Employer contribution per active participant$1,982
Median for plans this size$5,259
2024$1,982 per active participant
2023$1,653 per active participant
2022$3,480 per active participant

Cdw LLC's 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$587,017
MERCER INVESTMETNS LLC · Investment advisory (plan)$138,537

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$716,035 · 0.03%
2023$561,123 · 0.03%
2022$661,493 · 0.04%
Same employer
Similar plansRetail Trade · Illinois
Walgreen Co. IL$14.5B · 0.03%
Hy-Vee, Inc. IA$3.1B · 0.11%
Dillard's, Inc. AR$3.0B · 0.08%
Gap Inc. CA$2.6B · 0.06%
Whole Foods Market, Inc. TX$2.4B · 0.19%
Kohl's Inc. WI$2.3B
Penney Opco, LLC TX$2.2B · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363310735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.