How big is Cdgms, LLC's plan?

Cdgms, LLC's plan reported $91K in assets and 42 participants for 2024.

Original filing (PDF)20251009153514NAL0007223073001

Cdgms, LLC

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

Form 5500-SF

FILING_RECEIVED

Newcastle 401(k) Plan

401(k) retirement plan · Cdgms, LLC's Newcastle 401(k) Plan held $91K in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

Plan identifiers

Cdgms, LLC's EIN is 88-3069837.

EIN 88-3069837

Plan number 001

Plan year 2024

ACK ID 20251009153514NAL0007223073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cdgms, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

CDGMS, LLC

EIN

all filings

Address

100 10TH STREET NE, SUITE 300 · CHARLOTTESVILLE, VA · 22902

Phone

(540) 603-0361

Industry

Real Estate

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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