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  1. Companies/
  2. Cdi Services, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cdi Services, Inc.

EIN 45-5240671-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$29.2M assets
Health & Benefits
1
$392K premiums
Participants
901
2100 15TH STREET - WAHPENTON, ND 58075701-671-6060
Plans on this EIN
3 filings
#001401(k)-$16.0M - 304 part#002ESOP-$13.2M - 301 part#501Mixed-$392K - 296 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $29.2M assets / 605 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT Savings (#001)$16.0M
  • PLAN & TRUST (#002)$13.2M
Total $29.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)304
  • PLAN & TRUST (#002)301
Total 605Select a row to open it

Benefits portfolio analytics

1 plan / $392K premiums / 296 covered lives

Coverage 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
Total $392K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$16.0M
Participants304
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

ESOP

Assets$13.2M
Participants301
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CDI SERVICES WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$392K
Covered lives296
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN401(k)$16.0M3042025
#002CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP$13.2M3012025
  • CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN$16.0M
    #001 · 401(k) · 2025304
  • CDI SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST$13.2M
    #002 · ESOP · 2025301

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CDI SERVICES WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$392K2962025
  • CDI SERVICES WELFARE BENEFITS PLAN$392K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025296
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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