How big is CDL Legal, LLC's plan?

CDL Legal, LLC's plan reported $903K in assets and 27 participants for 2024.

Original filing (PDF)20250806194018NAL0009135282001

CDL Legal, LLC

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

Form 5500-SF

FILING_RECEIVED

CDL Legal 401(k) Plan

401(k) retirement plan · CDL Legal, LLC's CDL Legal 401(k) Plan held $903K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$903K

Net assets (EOY)

$903K

People on this filing

Scott Shacklett signed CDL Legal, LLC's 2024 Form 5500 as plan administrator.

Scott Shacklett — 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

CDL Legal, LLC's EIN is 83-1115337.

EIN 83-1115337

Plan number 001

Plan year 2024

ACK ID 20250806194018NAL0009135282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score

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

Plan sponsor

Name

CDL LEGAL, LLC

EIN

all filings

Address

15633 S. MAHAFFIE ST. · OLATHE, KS · 66062

Phone

(913) 710-8922

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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