· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CDW CONSULTANTS INC — CDW CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708092301NAL0002559699001
CDW CONSULTANTS INC
Form 5500-SF
FILING_RECEIVED
CDW CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
23
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CDW CONSULTANTS INC
.
Find decision makers
Plan sponsor
Name
CDW CONSULTANTS INC
EIN
04-3099526
Address
4 CALIFORNIA AVE STE 103 · FRAMINGHAM, MA · 017018867
Phone
(508) 875-2657
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
SHAH DROTOS & ASSOCIATES
SHAH DROTOS & ASSOCIATES PROFIT SHARING PLAN
$3.5M · 5 participants
RIVER CITIES ENGINEERING, INC.
RIVER CITIES ENGINEERING, INC. 401(K) PLAN
$3.5M · 50 participants
ODYSSEY ENGINEERING GROUP, LLC
ODYSSEY ENGINEERING GROUP 401(K) PLAN
$3.5M · 61 participants
THE WATKINS PARTNERSHIP, INC
THE WATKINS PARTNERSHIP 401(K) PLAN
$3.5M · 7 participants
MOBILE FRONTIERS LLC
MOBILE FRONTIERS LLC 401(K) PROFIT SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.5M · 14 participants
SUBGRID SOLUTIONS, LLC
SUBGRID SOLUTIONS, LLC 401(K) PLAN
$3.5M · 39 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
