Cdw Coworkers' Profit Sharing Plan
Sponsored by Cdw Llc · EIN 363310735 · Plan #001
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 11,353
- With balances
- 13,206
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $587,017 |
| Mercer Investmetns Llc | Investment advisory (plan) | $138,537 |