How big is Cdsheley, LLC's plan?

Cdsheley, LLC's plan reported $460K in assets and 35 participants for 2024.

Original filing (PDF)20250616083928NAL0000804593001

Cdsheley, LLC

Name: Cdsheley, LLC — Cdsheley, LLC 401(k) Plan, Form 5500 (2024)
Creator: Cdsheley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cdsheley, LLC 401(k) Plan

401(k) retirement plan · Cdsheley, LLC's Cdsheley, LLC 401(k) Plan held $460K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

People on this filing

Anthony Ward AS Attorney signed Cdsheley, LLC's 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — 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

Cdsheley, LLC's EIN is 81-3014756.

EIN 81-3014756

Plan number 001

Plan year 2024

ACK ID 20250616083928NAL0000804593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cdsheley, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cdsheley, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CDSHELEY, LLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CDSHELEY, LLC

EIN

all filings

Address

5424 MORRIS HUNT DRIVE · FORT MILL, SC · 29708

Phone

(803) 367-2779

Industry

Accommodation & Food Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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