How big is CD Consulting & Operating Company's plan?

CD Consulting & Operating Company's plan reported $6.5M in assets and 7 participants for 2024.

Original filing (PDF)20250905080639NAL0028713776001

CD Consulting & Operating Company

Name: CD Consulting & Operating Company — CD Consulting &, Form 5500 (2024)
Creator: CD Consulting & Operating Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CD Consulting & Operating Company Safe Harbor 401(k) Plan

401(k) retirement plan · CD Consulting & Operating Company's CD Consulting & Operating Company Safe Harbor 401(k) Plan held $6.5M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Bobby E. Carpenter signed CD Consulting & Operating Company's 2024 Form 5500 as plan administrator.

Bobby E. Carpenter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CD Consulting & Operating Company's EIN is 75-1601338.

EIN 75-1601338

Plan number 001

Plan year 2024

ACK ID 20250905080639NAL0028713776001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CD Consulting & Operating Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CD Consulting & Operating Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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