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Original filing (PDF)20251014095144NAL0001197523001
CDA INC DBA MAXSENT
Form 5500
FILING_RECEIVED
THE HEALTH & WELFARE PLAN OF CDA INC. DBA MAXSENT
Health & welfare plan
Signals · 3
~10013 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
562
Accounts w/ balance
—
Plan assets (EOY)
$325K
Net assets (EOY)
-$64K
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 10013 bps in Schedule C fees — 6237% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDA INC DBA MAXSENT.
Plan sponsor
Name
CDA INC DBA MAXSENT
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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST MANAGEMENT SERVICES | 46-3922133 | SAN JOSE, CA | TRUSTEE | $24K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATION | 33-0330036 | SAN MATEO, CA | PLAN SERVICE PROVIDER | $179K | — |
| CIGNA HEALTH AND LIFE INSURANCE | 59-1031071 | BLOOMFIELD, CT | PLAN SERVICE PROVIDER | $43K | — |
| WORLD INSURANCE ASSOC, LLC | 45-3601219 | ISELIN, NJ | PLAN SERVICE PROVIDER | $41K | — |
| CLA | 41-0746749 | — | PLAN SERVICE PROVIDER | $25K | — |
| GLOBAL CARE | 31-1407689 | ATLANTA, GA | NONE | $8K | — |
| UNITED WORKER WELLNESS | 87-2575833 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.