Cdk Global 401(k) Plan
Sponsored by Cdk Global Ii Llc · EIN 465743146 · Plan #001
- Total assets
- $736M
- Net assets
- $736M
- Active participants
- 3,154
- With balances
- 4,901
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $267,445 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $220,947 |
| Mercer (Us) Inc Mercer Investments | Investment advisory (plan) | $180,778 |
| Charles Schwab & Co, Inc | Investment advisory (participants), Direct payment from the plan | $474 |