How big is CDL Management Group LLC's plan?

CDL Management Group LLC's plan reported $52K in assets and 9 participants for 2025.

Original filing (PDF)20260430084911NAL0011367537001

CDL Management Group LLC

Name: CDL Management Group LLC — CDL Management Group LLC, Form 5500 (2025)
Creator: CDL Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CDL Management Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CDL Management Group LLC's CDL Management Group LLC 401(k) Profit Sharing Plan & Trust held $52K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

Alicia Mullinix signed CDL Management Group LLC's 2025 Form 5500 as plan administrator.

Alicia Mullinix — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CDL Management Group LLC's EIN is 27-0206023.

EIN 27-0206023

Plan number 001

Plan year 2025

ACK ID 20260430084911NAL0011367537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CDL Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CDL Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CDL MANAGEMENT GROUP LLC.

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Plan health score

Above-average plan

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