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Original filing (PDF)20251008154832NAL0009724160001
CDS LOGISTICS MANAGEMENT INC
Form 5500
FILING_RECEIVED
CDS LOGISTICS RETIREMENT PLAN
401(k) retirement plan
Active participants
259
Accounts w/ balance
160
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDS LOGISTICS MANAGEMENT INC.
Plan sponsor
Name
CDS LOGISTICS MANAGEMENT INC
EIN
52-1677968
Address
1225 BENGIES ROAD · SUITE A · MIDDLE RIVER, MD · 21220
Phone
(443) 451-7960
Industry
Transportation & Warehousingsee 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
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE ADVISORY LLP | 74-3193386 | — | ADVISOR | $11K | — |
Investments
26 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund IPR Mutual funds | — | — | — | $1.0M | 15.8% | |
| Fidelity Freedom Index 2050 Fund IPR Mutual funds | — | — | — | $728K | 11.4% | |
| Fidelity Freedom Index 2045 Fund IPR Mutual funds | — | — | — | $685K | 10.8% | |
| Fidelity Freedom Index 2055 Fund IPR Mutual funds | — | — | — | $653K | 10.3% | |
| Fidelity Freedom Index 2025 Fund IPR Mutual funds | — | — | — | $624K | 9.8% | |
| Fidelity Freedom Index 2035 Fund IPR Mutual funds | — | — | — | $491K | 7.7% | |
| Fidelity Freedom Index 2040 Fund IPR Mutual funds | — | — | — | $440K | 6.9% | |
| Fidelity 500 Index Fund Mutual funds | — | — | — | $373K | 5.9% | |
| Fidelity Freedom Index 2060 Fund IPR Mutual funds | — | — | — | $258K | 4.1% | |
| Fidelity Freedom Index Inc IPR Mutual funds | — | — | — | $255K | 4.0% | |
| Fidelity Government Money Market K6 Interest-bearing cash | — | — | — | $160K | 2.5% | |
| Various maturities; interest rate of 1% * Participant loans above Prime 0 | — | — | — | $118K | 1.8% | |
| Fidelity Freedom Index 2020 Fund IPR Mutual funds | — | — | — | $106K | 1.7% | |
| Fidelity Freedom Index 2065 Fund IPR Mutual funds | — | — | — | $87K | 1.4% | |
| Putnam Large Cap Value Fund Class R6 Mutual funds | — | — | — | $85K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual funds | — | — | — | $73K | 1.1% | |
| American Funds New World Fund R6 Mutual funds | — | — | — | $50K | 0.8% | |
| Baird Core Plus Bond Fund Class Institutional Mutual funds | — | — | — | $40K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Z Mutual funds | — | — | — | $32K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual funds | — | — | — | $31K | 0.5% | |
| T. Rowe Price Blue Chip Growth Fund Mutual funds | — | — | — | $28K | 0.4% | |
| BlackRock Commodity Strategies Fund Mutual funds | — | — | — | $13K | 0.2% | |
| Fidelity International Index Fund Mutual funds | — | — | — | $12K | 0.2% | |
| DFA Global Equity Portfolio Institutional Mutual funds | — | — | — | $8K | 0.1% | |
| Vanguard Growth Index Fund Admiral Mutual funds | — | — | — | $5K | <0.1% | |
| Janus Henderson Venture Fund N Mutual funds | — | — | — | $3K | <0.1% |
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