Original filing (PDF)20250917134928NAL0000580819001

CDA INCORPORATED

Name: CDA INCORPORATED — CDA DBA MAXSENT 401(K) PLAN, Form 5500 (2024)
Creator: CDA INCORPORATED

Form 5500

FILING_RECEIVED

CDA DBA MAXSENT 401(K) PLAN

401(k) retirement plan

Signals · 3

100% in single holding~94 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,177

Accounts w/ balance

596

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Knocking points off

Top holding "[DFE: PRINCIPAL STABLE VALUE FUND (extraction pending)]" is 100% of plan.
94 bps in Schedule C fees — 81% above peer band of 52 bps.
No recordkeeper disclosed on Schedule C.
51% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDA INCORPORATED.

Plan sponsor

Name

CDA INCORPORATED

EIN

62-1478263

Address

185 ADMIRAL COCHRANE DR · SUITE 220 · ANNAPOLIS, MD · 21401

Phone

(443) 221-2750

Industry

Constructionsee 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

2025-09-17

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BARNETT-BARNETT ASSOCIATES, CPA'S

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	INVESTMENT ADVISORY	$0	—
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$69K	—

Investments

1 pooled fund· $147K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.