CDL 1000 401(k) match, vesting and fees
What CDL 1000's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Admin. Group, LLC DBA Tag Resources | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| CDL 1000: employer contribution per participant | $405 | |
| Peer median | $1,076 |
| CDL 1000: average balance | $3,567 | |
| Peer median | $31,804 |
| CDL 1000: admin expenses ÷ assets | 2.03% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $271K at the end of plan year 2022 to $539K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 151 | $539K | $61K | $405 | 2.03% | Not published | Form 5500 ↗ |
| 2023 | 146 | $434K | $40K | $306 | 3.38% | Not published | Form 5500 ↗ |
| 2022 | 140 | $271K | $92K | $680 | 4.01% | Not published | 5500-SF ↗ |
Common questions
Does CDL 1000 match 401(k) contributions?
The match terms for the Cdl 1000 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $61K in employer contributions, about $405 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the CDL 1000 401(k) match vested?
The vesting schedule for the Cdl 1000 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the CDL 1000 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Admin. Group, LLC DBA Tag Resources. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left CDL 1000. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Admin. Group, LLC DBA Tag Resources. The CDL 1000 old 401(k) page lists the contacts from every plan filing. Find an old CDL 1000 401(k)
Data from the public Form 5500 annual reports CDL 1000 filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with CDL 1000. Not financial advice. Report a correction · Methodology