How big is CDI Services, Inc.'s plan?

CDI Services, Inc.'s plan reported $1.8M in assets and 113 participants for 2024.

Original filing (PDF)20250717150456NAL0000533921001

CDI Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

CDI Services 401(k) Plan

401(k) retirement plan · CDI Services, Inc.'s CDI Services 401(k) Plan held $1.8M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Elizabeth Fox GAST signed CDI Services, Inc.'s 2024 Form 5500 as plan administrator.

Elizabeth Fox GAST — 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

CDI Services, Inc.'s EIN is 35-1298015.

EIN 35-1298015

Plan number 001

Plan year 2024

ACK ID 20250717150456NAL0000533921001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CDI Services, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score