How big is Comdirect Inc.'s plan?

Comdirect Inc.'s plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250523160133NAL0003543873001

Comdirect Inc.

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

Form 5500-SF

FILING_RECEIVED

Comdirect Inc. 401(k) Plan

401(k) retirement plan · Comdirect Inc.'s Comdirect Inc. 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Lawrence Stern signed Comdirect Inc.'s 2024 Form 5500 as plan administrator.

Lawrence Stern — 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

Comdirect Inc.'s EIN is 33-0254916.

EIN 33-0254916

Plan number 001

Plan year 2024

ACK ID 20250523160133NAL0003543873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Comdirect Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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