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Original filing (PDF)20250715120418NAL0001581331001
CDE SERVICES, LLC
Form 5500
FILING_RECEIVED
CDE SERVICES 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
19 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDE SERVICES, LLC.
Plan sponsor
Name
CDE SERVICES, LLC
EIN
58-1878009
Address
1200 WILLIAMS DRIVE SUITE 1210 · MARIETTA, GA · 30066
Phone
(770) 499-5000
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $500 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT, LLC | 58-2484343 | — | RIA | $14K | — |
Investments
19 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LIFESTYLE BLEND GROW JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
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