2023 Form 5500 filing — Cdk Global 401(K)Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015165405NAL0049011840001) for Cdk Global 401(K)Plan, reported by Cdk Global Ii LLC under EIN 46-5743146 and plan number 001. It reports 6,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165405NAL0049011840001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cdk Global Ii LLC
- EIN
- 46-5743146
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 6,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $704,522,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $704,522,091
- Employer contributions
- $14,148,436
- Participant contributions
- $34,046,148
- Total income / additions
- $156,522,088
- Benefits paid
- $113,970,084
- Administrative expenses
- $845,177
- Total expenses
- $115,347,707
- Net increase / (decrease)
- $41,174,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | NONE | $353,016 | not reported in the loaded dataset |
| Empower Annuity Ins Of America | NONE | $307,575 | $0 |
| Empower Advisory Group, LLC | NONE | $184,286 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc | NONE | $260 | $0 |