How big is CD Consulting Group LLC's plan?

CD Consulting Group LLC's plan reported $2.7M in assets and 2 participants for 2024.

Original filing (PDF)20251003104154NAL0001278033001

CD Consulting Group LLC

Name: CD Consulting Group LLC — Form 5500 (2024)
Creator: CD Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · CD Consulting Group LLC held $2.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

CD Consulting Group LLC's EIN is 27-2352311.

EIN 27-2352311

Plan number 002

Plan year 2024

ACK ID 20251003104154NAL0001278033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CD Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CD Consulting Group LLC's plan includes profit-sharing.

Decision-maker contacts

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

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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 average account balance (99th percentile).

Plan sponsor

Name

CD CONSULTING GROUP LLC

EIN

all filings

Address

3685 KING SPRINGS RD SE · SMYRNA, GA · 300805507

Phone

(404) 245-5417

Industry

Finance & Insurance

Plan administrator

Name

FIDELITY MANAGEMENT TRUST CO TRUSTEE

EIN

27-2352311

City

ALBUQERQUE, NM

Phone

(800) 544-4774

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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