Original filing (PDF)20251013215051NAL0002801088001

CDD MANAGEMENT COMPANY, LLC

Name: CDD MANAGEMENT COMPANY, LLC — CDD MANAGEMENT COMPANY CASH BALANCE PLAN, Form 5500 (2024)
Creator: CDD MANAGEMENT COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

CDD MANAGEMENT COMPANY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDD MANAGEMENT COMPANY, LLC.

Plan sponsor

Name

CDD MANAGEMENT COMPANY, LLC

EIN

47-2170231

Address

129 VISION PARK BOULEVARD, · SUITE 307 · SHENANDOAH, TX · 77384

Phone

(936) 321-5440

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Offices of Physicians plans

EMAD JACOB, M.D., P.C.

EMAD JACOB, M.D., P.C. CASH BALANCE PLAN

$2.7M · 9 participants

PREMIER PAIN SPECIALISTS, LLC

PREMIER PAIN SPECIALISTS, LLC PROFIT SHARING PLAN

$2.7M · 10 participants

LAKE MARY PSYCHIATRY AND COUNSELING, LLC

JAK RETIREMENT PLAN AND TRUST

$2.7M · 3 participants

LIBERTY PEDIATRICS PLLC

LIBERTY PEDIATRICS 401(K) PLAN

$2.7M · 20 participants

ROGER J. WOLCOTT, M.D., P.A.

ROGER J. WOLCOTT, M.D., P.A. 401(K) PLAN AND TRUST