Plan5500

Fenner Aep 401(K) Plan — Form 5500 plan (Cdi Energy Products, LLC)

Plain-English plan 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, Fenner Aep 401(K) Plan is a benefit plan reported by Cdi Energy Products, LLC under EIN 76-0375113 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,147 participants and $91,027,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cdi Energy Products, LLC
EIN
76-0375113
Plan number
001
Plan type
2
Location
Humble, TX
Latest filing year
2023
Participants
1,147
End-of-year plan assets
$91,027,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,147H, C20241015102749NAL0028060657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,027,696
Total liabilities (EOY)
$0
Net assets (EOY)
$91,027,696
Net assets (BOY)
$79,489,324

Income & contributions

Employer contributions
$2,696,156
Participant contributions
$4,993,180
Total contributions
$8,814,785
Total income / additions
$19,258,608

Expenses & distributions

Benefits paid
$7,496,110
Administrative expenses
$194,441
Total expenses
$7,720,236
Net increase / (decrease)
$11,538,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$129,507$02023
Kestra Advisory ServicesINVESTMENT ADVISORY$64,934not reported in the loaded dataset2023

Related Form 5500 pages