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Original filing (PDF)20251008104756NAL0002933843001
CHDI MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
CHDI MANAGEMENT,INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
151
Accounts w/ balance
131
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: INVESCO STABLE VALUE TRUST (extraction pending)]" is 100% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHDI MANAGEMENT, INC..
Plan sponsor
Name
CHDI MANAGEMENT, INC.
EIN
45-0488835
Address
350 7TH AVE. RM 200 · NEW YORK, NY · 10001
Phone
(212) 239-9300
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNER DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $101K | — |
Investments
1 pooled fund· $440K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INVESTCO STABLE VALUE TRUST MUTUAL OF AMERICA · EIN 84-1142974 / PN 001 | Pooled Separate Account | — | — | $440K | 1.6% |