What public Form 5500 filings show about the CDI Management Corp. 401(k) plan — and how to find and check your own account.
CDI Management Corp. (EIN 41-1494850) reports CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $319.9M in plan assets across 3,167 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CDI Management Corp. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CDI Management Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ABDO EICK & MEYERS LLP, STRATEGIC ADVISORS, MERRILL LYNCH.
