Cdi Corporation 401(k) Savings Plan
Sponsored by Cdi Corporation · EIN 231341909 · Plan #004
- Total assets
- $239M
- Net assets
- $239M
- Active participants
- 609
- With balances
- 2,676
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $164,084 |
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $121,262 |
| Fischer Cunnane & Associates, Ltd | Accounting | $42,300 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $20,945 |
| Ballard Spahr Llp | Legal | $5,671 |