Plan Ledger DOL Form 5500 · updated monthly

Cfd Research CorporationESOP

CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · HUNTSVILLE, AL · plan year 2024

Employer contribution per participant · 2024
$8,603

Cfd Research Corporation's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $45,041,305 across 267 participant accounts, with employer contributions averaging $8,603 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.000% to 0.001%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 156th-largest of 902 plans among Alabama employers on file, and the 2,993rd of 11,654 in professional & technical services. active participation has grown from 134 to 275 since 2022.

Plan summary
Net assets, end of year$45,041,305
Participants with balances267
Active participants275
Employer contributions$2,365,824
Employee contributions—
Employer contribution per active participant$8,603
Average account balance$168,694
Benefits paid to participants$1,465,455
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.0M · 267 accts · $2.4M emplr
2023$29.7M · 232 accts · $1.9M emplr
2022$18.7M · 155 accts · $1.4M emplr
Employer contributions to the Cfd Research Corporation plan · 2024
Employer contribution per active participant$8,603
Median for plans this size$2,416
2024$8,603 per active participant
2023$7,814 per active participant
2022$10,459 per active participant

Cfd Research Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Administrative cost history3
2024Not separately reported
2023$350 · 0.00%
2022$22 · 0.00%
All plans at this employer2
CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN401(k)
CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Alabama
Qualis Corporation AL$45.7M · 0.28%
Sentar, Inc. AL$45.1M · 0.32%
Penta Research, Inc. AL$44.6M · 0.40%
Trideum Corporation AL$44.1M · 0.33%
Canvas, Inc. AL$42.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630944385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.