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Department of Labor filing

CHDI MANAGEMENT, INC.

EMPLOYEE BENEFIT PLAN OF CHDI MANAGEMENT, INC. · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

4filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$0

Reported employer contributions per active participant.

Higher than about 4% of comparable plans
#People in the filing
151

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$621 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 3% of comparable plans
↗Investment performance
Not available

Plan assets changed 30.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 20244out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions4th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense3rd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CHDI MANAGEMENT, INC. reported $0 in employer contributions across the plan and 151 active participants. That works out to $0 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 187.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context4/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$0
Participant contributions
$1,890,656
Other contributions
$1,827,986
Employer share of reported contributions
0.0%
Beginning assets
$21,605,166
Ending assets
$28,272,560
Ending net assets
$28,272,560
Ending liabilities
$0
Total income
$7,152,490
Total expenses
$485,096
Administrative expenses
$101,770
Participant loans
$151,195

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$0
2023
$0
2024
$0
Plan-paid administrative expenses per participant
2022
$216
2023
$586
2024
$621
Active participants
2022
125
2023
137
2024
151
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$015128.3M20251008104756NAL0002933843001
2023$013721.6M20241007132359NAL0008905235001
2022$012517.9M20231002125404NAL0011451507001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
450488835-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2003
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2F3D2J2E2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
BLACKROCK ADVISORS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARBOR2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MID ATLANTIC TRUST COMPANY2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251008104756NAL0002933843001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗