How big is CDR Investments' plan?

CDR Investments' plan reported $119K in assets and 12 participants for 2025.

Original filing (PDF)20260327080622NAL0005752529001

CDR Investments

Name: CDR Investments — CDR Investments WHAT Benefit Plan, Form 5500 (2025)
Creator: CDR Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CDR Investments WHAT Benefit Plan

Health & welfare plan · CDR Investments' CDR Investments WHAT Benefit Plan held $119K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$119K

Net assets (EOY)

$67K

People on this filing

Kenneth Penn signed CDR Investments' 2025 Form 5500 as plan administrator.

Kenneth Penn — 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

CDR Investments' EIN is 27-0658104.

EIN 27-0658104

Plan number 501

Plan year 2025

ACK ID 20260327080622NAL0005752529001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CDR Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CDR Investments' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CDR INVESTMENTS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score