How big is CD Advantage, Inc.'s plan?

CD Advantage, Inc.'s plan reported $1.9M in assets and 42 participants for 2024.

Original filing (PDF)20250422134534NAL0004361169001

CD Advantage, Inc.

Name: CD Advantage, Inc. — Advantage Design Group, Form 5500 (2024)
Creator: CD Advantage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advantage Design Group Retirement Plan

401(k) retirement plan · CD Advantage, Inc.'s Advantage Design Group Retirement Plan held $1.9M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

CD Advantage, Inc.'s EIN is 59-3557392.

EIN 59-3557392

Plan number 001

Plan year 2024

ACK ID 20250422134534NAL0004361169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CD Advantage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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