How big is CD Financial's plan?

CD Financial's plan reported $396K in assets and 1 participants for 2025.

Original filing (PDF)20260423220437NAL0008208096027

CD Financial

Name: CD Financial — CD Financial 401(k) Plan, Form 5500 (2025)
Creator: CD Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CD Financial 401(k) Plan

401(k) retirement plan · CD Financial's CD Financial 401(k) Plan held $396K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

Plan identifiers

CD Financial's EIN is 45-3536136.

EIN 45-3536136

Plan number 001

Plan year 2025

ACK ID 20260423220437NAL0008208096027

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CD Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CD FINANCIAL

EIN

all filings

Address

30270 RANCHO VIEJO RD · SUITE D · SAN JUAN CAPISTRANO, CA · 92675

Phone

(949) 359-5100

Industry

Finance & Insurance

Plan administrator