Filings through .
Sponsor portfolio
Cdi Services, Inc.
EIN 35-1298015Transportation and WarehousingLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$128K premiums
Participants
69
1819 SHORT BRANCH DR #102 - TRINITY, FL 346550000615-895-2070
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $128K premiums / 32 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CDI SERVICES 401(K) PLAN
401(k)
Assets$1.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CDI SERVICES EMPLOYEE BENEFIT PLAN AND TRUST
Mixed - XCHANGE BENEFITS, LLC
Premiums$128K
Covered lives32
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CDI SERVICES 401(K) PLAN | 401(k) | $1.7M | 37 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CDI SERVICES EMPLOYEE BENEFIT PLAN AND TRUST | Mixed | XCHANGE BENEFITS, LLC | $128K | 32 | 2025 |
Retirement plans
Welfare plans