Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CDI SERVICES, INC.
EIN 45-5240671Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
3
Retirement
2
$26.6M assets
Welfare
1
$392K premiums
Participants
896
2100 15TH STREET - WAHPETON, ND 580753148701-671-6060
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $26.6M assets / 600 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $392K premiums / 296 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$262K
- Short-term disability$262K
- Long-term disability$262K
- Other$262K
- Dental$103K
- Vision$27K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY67%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA26%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
94%top
- USI INSURANCE SERVICES LLC94%
- AZURANCE GROUP6%
Plan 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, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$16.0M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
ESOP
Assets$10.5M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CDI SERVICES WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$392K
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $16.0M | 304 | 2025 | |
| 002 | CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $10.5M | 296 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CDI SERVICES WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $392K | 296 | 2025 |
Retirement plans
Welfare plans