CDG, Inc.'s EIN is 63-0696876.
Download the official 2024 Form 5500 (PDF) for CDG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDG, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $17 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed Brokerage accounts | Self-Directed Brokerage | — | — | $2.5M | 11.3% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $2.3M | 10.5% | |
| Alger Capital Appreciation Inst Y | Other securities | — | — | $1.8M | 8.0% | |
| Vanguard Target Retirement 2045 FD I | Mutual Funds | — | — | $1.8M | 8.0% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.7M | 7.9% | |
| American Funds American Balance Fund CL R6 | Mutual Funds | — | — | $1.3M | 5.8% | |
| T.Rowe Price New Horizon Fund I | Other securities | — | — | $1.1M | 5.1% | |
| Vanguard Target Retirement 2035 FD I | Mutual Funds | — | — | $1.0M | 4.6% | |
| Vangaurd Target Retirement 2030 FD I | Other securities | — | — | $759K | 3.5% | |
| Vangaurd Target Retirement 2050 FD I | Other securities | — | — | $718K | 3.3% | |
| Vanguard International Value Fund Inv | Mutual Funds | — | — | $706K | 3.2% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $640K | 2.9% | |
| Vangaurd Target Retirement 2040 FD I | Other securities | — | — | $622K | 2.8% | |
| Vanguard Target Retirement 2025 FD I | Mutual Funds | — | — | $560K | 2.5% | |
| First Eagle Global Fund Class R6 | Other securities | — | — | $530K | 2.4% | |
| Vanguard Target Retirement 2055 INV | Mutual Funds | — | — | $509K | 2.3% | |
| Vanguard Target Retirement 2060 INV | Mutual Funds | — | — | $500K | 2.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $488K | 2.2% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $410K | 1.9% | |
| Invesco Oppenheimer Developing Markets R6 | Mutual Funds | — | — | $357K | 1.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $311K | 1.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $235K | 1.1% | |
| PIMCO Real Return Fund Instl | Mutual Funds | — | — | $233K | 1.1% | |
| PIMCO Income Fund Instl Class | Mutual Funds | — | — | $180K | 0.8% | |
| Notes receivable from participants | Other securities | — | — | $124K | 0.6% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $112K | 0.5% | |
| Artisan Intl Small Cap Fund Inst | Other securities | — | — | $103K | 0.5% | |
| Virtus Duff Phelps Real Estate Securities I | Other securities | — | — | $82K | 0.4% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $72K | 0.3% | |
| JP Morgan Mid Cap Value L | Other securities | — | — | $59K | 0.3% | |
| Schwab Bank Savings | Mutual Funds | — | — | $58K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $20K | <0.1% | |
| Vangaurd Target Retirement 2020 FD I | Other securities | — | — | $353 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RECORDKEEPER |
| $6K |
| — |
