Original filing (PDF)20250411115934NAL0026137441001

CDS CORP., DBA CDS INSURANCE SERVICES

Name: CDS CORP., DBA CDS INSURANCE SERVICES — CDS CORP., DBA CDS INSURANCE SERVICES 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CDS CORP., DBA CDS INSURANCE SERVICES

Form 5500-SF

FILING_RECEIVED

CDS CORP., DBA CDS INSURANCE SERVICES 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CDS CORP., DBA CDS INSURANCE SERVICES.

Plan sponsor

Name

CDS CORP., DBA CDS INSURANCE SERVICES

EIN

95-4448832

Address

2001 E FINANCIAL WAY, SUITE 200 · GLENDORA, CA · 91741

Phone

(909) 599-7200

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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