How big is CDR Associates' plan?

CDR Associates' plan reported $2.5M in assets and 8 participants for 2024.

Original filing (PDF)20250917161923NAL0000879826001

CDR Associates

Name: CDR Associates — CDR Associates 401(k) Profit, Form 5500 (2024)
Creator: CDR Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CDR Associates 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · CDR Associates' CDR Associates 401(k) Profit Sharing Plan and Trust held $2.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Jonathan Bartsch signed CDR Associates' 2024 Form 5500 as plan administrator.

Jonathan Bartsch — 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

CDR Associates' EIN is 84-0770962.

EIN 84-0770962

Plan number 001

Plan year 2024

ACK ID 20250917161923NAL0000879826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CDR Associates' 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 CDR ASSOCIATES.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CDR ASSOCIATES

EIN

all filings

Address

4696 BROADWAY., SUITE 3 · BOULDER, CO · 80304

Phone

(303) 442-7367

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator