Melissa Lowdermilk signed CDI Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CDI Corporation's EIN is 23-1341909.
Download the official 2024 Form 5500 (PDF) for CDI Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDI Corporation's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $121K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $66.4M | 27.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $23.6M | 9.9% | |
| EMPOWER LIFETIME 2035 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 013 | Common Collective Trust | — | — | $20.5M | 8.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $17.6M | 7.4% | |
| EMPOWER LIFETIME 2045 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 014 | Common Collective Trust | — | — | $15.7M | 6.6% | |
| EMPOWER LIFETIME 2025 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 012 | Common Collective Trust | — | — | $14.2M | 6.0% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 000 | Common Collective Trust | — | — | $12.6M | 5.3% | |
| American Funds New Perspective R6 Mutual Fund ** 3 | Mutual Funds | — | — | $12.3M | 5.2% | |
| JHancock Balanced R6 Mutual Fund | Other securities | — | — | $8.2M | 3.4% | |
| EMPOWER LIFETIME 2055 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 015 | Common Collective Trust | — | — | $7.3M | 3.1% | |
| EMPOWER LIFETIME 2015 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $6.3M | 2.6% | |
| Vanguard Explorer Admiral Mutual Fund | Mutual Funds | — | — | $5.9M | 2.4% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $4.9M | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $3.6M | 1.5% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $3.4M | 1.4% | |
| AMERICAN CENTURY MID CAP VAL(IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $2.8M | 1.2% | |
| Putnam Income R6 Mutual Fund | Mutual Funds | — | — | $2.5M | 1.0% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $2.4M | 1.0% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.3M | 1.0% | |
| Participant loans 8.50%. $-0- | Bonds / Notes | — | — | $1.5M | 0.6% | |
| BlackRock Inflation Prted Bd BlackRock K Mutual Fund | Other securities | — | — | $1.5M | 0.6% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $976K | 0.4% | |
| MFS Global Real Estate R6 Mutual Fund | Mutual Funds | — | — | $954K | 0.4% | |
| Fidelity Emerging Markets Index Mutual Fund | Mutual Funds | — | — | $791K | 0.3% | |
| Putnam Global Income Trust R6 Mutual Fund | Mutual Funds | — | — | $605K | 0.3% | |
| Calvert US Large Cap Core Rspnb Idx R6 Mutual Fund | Common Collective Trusts | — | — | $556K | 0.2% | |
| BlackRock Global Allocation K Mutual Fund | Other securities | — | — | $502K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC |
| — |
| NASHVILLE, TN |
| NONE |
| $164K |
| — |
| FISCHER CUNNANE & ASSOCIATES, LTD | — | WEST CHESTER, PA | NONE | $42K | — |
| BALLARD SPAHR LLP | — | PHILADELPHIA, PA | NONE | $6K | — |
