Original filing (PDF)20251014094502NAL0003563136001

CFD RESEARCH CORPORATION

Name: CFD RESEARCH CORPORATION — CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: CFD RESEARCH CORPORATION

Form 5500

FILING_RECEIVED

CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

99% in single holding99% employer stockNo recordkeeper disclosed

Active participants

275

Accounts w/ balance

267

Plan assets (EOY)

$59.1M

Net assets (EOY)

$45.0M

How this plan invests

This plan

2 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CFD RESEARCH CORPORATION.

Plan sponsor

Name

CFD RESEARCH CORPORATION

EIN

63-0944385

Address

6820 MOQUIN DRIVE · HUNTSVILLE, AL · 35806

Phone

(256) 726-4841

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2I · Stock bonus

2K · 401(m) arrangement

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WARREN AVERETT, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $59.1M(100% of reported assets)

Common Stock

$58.7M

1 holding

Cash / Money Market

$333K

1 holding

PI						% of plan
	CFD Research Corporation CFD Research Corporation Common Stock (8,500,400 shares)	Common Stock	—	$11.6M	$58.7M	99.4%
	BB&T Cash	Cash / Money Market	—	$333K	$333K	0.6%

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