Current Snapshot
Latest Year
2025
2025 Participants
37
2025 Assets
$1,536,906
2025 Contributions
$475,824
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| CDL LEGAL, LLC CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2024 | 2 | 37 | $1,536,906 | $475,824 | $12,860iApproximate average salary by contribution assumption: employee only about $321,503 at 4% or $214,335 at 6%; with 50% employer match about $214,335 at 4% or $142,890 at 6%; with 100% employer match about $160,751 at 4% or $107,168 at 6%. |
| CDL LEGAL 401(K) PLAN | - | 37 | $903,014 | $266,624 | $7,206iApproximate average salary by contribution assumption: employee only about $180,151 at 4% or $120,101 at 6%; with 50% employer match about $120,101 at 4% or $80,067 at 6%; with 100% employer match about $90,076 at 4% or $60,050 at 6%. |
| CDL LEGAL, LLC CASH BALANCE PLAN | - | 12 | $633,892 | $209,200 | $17,433iApproximate average salary by contribution assumption: employee only about $435,833 at 4% or $290,556 at 6%; with 50% employer match about $290,556 at 4% or $193,704 at 6%; with 100% employer match about $217,917 at 4% or $145,278 at 6%. |
| 2023 | 2 | 30 | $897,269 | $461,414 | $15,380iApproximate average salary by contribution assumption: employee only about $384,512 at 4% or $256,341 at 6%; with 50% employer match about $256,341 at 4% or $170,894 at 6%; with 100% employer match about $192,256 at 4% or $128,171 at 6%. |
| CDL LEGAL 401(K) PLAN | - | 30 | $489,560 | $258,414 | $8,614iApproximate average salary by contribution assumption: employee only about $215,345 at 4% or $143,563 at 6%; with 50% employer match about $143,563 at 4% or $95,709 at 6%; with 100% employer match about $107,672 at 4% or $71,782 at 6%. |
| CDL LEGAL, LLC CASH BALANCE PLAN | - | 11 | $407,709 | $203,000 | $18,455iApproximate average salary by contribution assumption: employee only about $461,364 at 4% or $307,576 at 6%; with 50% employer match about $307,576 at 4% or $205,051 at 6%; with 100% employer match about $230,682 at 4% or $153,788 at 6%. |
| 2022 | 2 | 14 | $339,695 | $366,703 | $26,193iApproximate average salary by contribution assumption: employee only about $654,827 at 4% or $436,551 at 6%; with 50% employer match about $436,551 at 4% or $291,034 at 6%; with 100% employer match about $327,413 at 4% or $218,276 at 6%. |
| CDL LEGAL, LLC CASH BALANCE PLAN | - | 14 | $199,584 | $199,584 | $14,256iApproximate average salary by contribution assumption: employee only about $356,400 at 4% or $237,600 at 6%; with 50% employer match about $237,600 at 4% or $158,400 at 6%; with 100% employer match about $178,200 at 4% or $118,800 at 6%. |
| CDL LEGAL 401(K) PLAN | - | 13 | $140,111 | $167,119 | $12,855iApproximate average salary by contribution assumption: employee only about $321,383 at 4% or $214,255 at 6%; with 50% employer match about $214,255 at 4% or $142,837 at 6%; with 100% employer match about $160,691 at 4% or $107,128 at 6%. |