How big is Collegiate Directions, Inc.'s plan?

Collegiate Directions, Inc.'s plan reported $941K in assets and 11 participants for 2024.

Original filing (PDF)20251001103947NAL0017686787001

Collegiate Directions, Inc.

Name: Collegiate Directions, Inc. — CDI 401(k) Plan, Form 5500 (2024)
Creator: Collegiate Directions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CDI 401(k) Plan

401(k) retirement plan · Collegiate Directions, Inc.'s CDI 401(k) Plan held $941K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$941K

Net assets (EOY)

$941K

Plan identifiers

Collegiate Directions, Inc.'s EIN is 20-3675989.

EIN 20-3675989

Plan number 001

Plan year 2024

ACK ID 20251001103947NAL0017686787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collegiate Directions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collegiate Directions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

COLLEGIATE DIRECTIONS, INC.

EIN

all filings

Address

4827 RUGBY AVENUE, SUITE 001 · BETHESDA, MD · 20814

Phone

(301) 907-4877

Industry

Other Services (ex. Public Admin)

Plan administrator