JOY Maddox signed CDI Products, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CDI Products, LLC's EIN is 76-0375113.
Download the official 2024 Form 5500 (PDF) for CDI Products, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDI Products, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT ADVISORY | $65K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | — | $17.6M | 17.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $14.0M | 14.0% | |
| Principal Life Insurance Company | Common Stocks | — | — | $9.7M | 9.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $9.7M | 9.7% | |
| Fidelity Investments | Mutual Funds | — | — | $8.3M | 8.3% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $8.3M | 8.3% | |
| Vanguard Group | Mutual Funds | — | — | $7.9M | 7.9% | |
| Fidelity Investments | Mutual Funds | — | — | $5.8M | 5.8% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $4.9M | 4.9% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $4.9M | 4.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $4.6M | 4.6% | |
| Principal Life Insurance Company | Common Stocks | — | — | $4.6M | 4.6% | |
| Fidelity Investments | Mutual Funds | — | — | $4.1M | 4.1% | |
| T. Rowe Price Funds | Other securities | — | — | $4.1M | 4.1% | |
| T. Rowe Price Funds | Other securities | — | — | $4.1M | 4.1% | |
| Fidelity Investments | Mutual Funds | — | — | $3.4M | 3.4% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $3.0M | 3.0% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $3.0M | 3.0% | |
| Oppenheimer | Mutual Funds | — | — | $2.8M | 2.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2.0M | 2.0% | |
| Participant Loans | Participant loans | — | — | $1.7M | 1.7% | |
| Columbia Funds | Other securities | — | — | $947K | 0.9% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $733K | 0.7% | |
| EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $733K | 0.7% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $629K | 0.6% | |
| SMALL CAP VALUE II I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $629K | 0.6% | |
| GREAT GRAY TRUST COMPANY | Common Stocks | — | — | $3K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
