401k Record

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CDW 401(k)

Recordkeeping fees per participant · CDW Coworkers' Profit Sharing Plan · plan year 2024

$42.91

Higher than 71% of the 790 plans over $1B that report it.

Source

= $566,698 / 13,206
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926135746NAL0011898227001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926135746NAL0011898227001, received 2025-09-26

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-26.

Cost and contributions

Administrative expenses excluding investment management, per participant

$43.73

10th: $9.43median $44.4790th: $97.55

Higher than 48% of the 1,045 plans over $1B that report it.

Source

= $577,498 / 13,206
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926135746NAL0011898227001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926135746NAL0011898227001, received 2025-09-26

Administrative expenses per participant

$54.22

10th: $24.33median $70.0390th: $174.36

Higher than 34% of the 1,076 plans over $1B that report it.

Source

= $716,035 / 13,206
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926135746NAL0011898227001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926135746NAL0011898227001, received 2025-09-26

Administrative expenses as a share of assets

0.031%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 32% of the 1,076 plans over $1B that report it.

Source

= $716,035 / $2,283,475,377
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926135746NAL0011898227001, received 2025-09-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926135746NAL0011898227001, received 2025-09-26

Employer contributions per participant

$1,704

10th: $1,442median $3,74490th: $8,760

Higher than 13% of the 1,135 plans over $1B that report it.

Source

= $22,497,383 / 13,206
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926135746NAL0011898227001, received 2025-09-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926135746NAL0011898227001, received 2025-09-26

Employer share of total contributions

13.6%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 4% of the 1,135 plans over $1B that report it.

Source

= $22,497,383 / $165,243,680
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926135746NAL0011898227001, received 2025-09-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926135746NAL0011898227001, received 2025-09-26

Plan terms, as stated in CDW LLC's SEC filings

Plan terms are described in CDW LLC's SEC filings: Form 10-K filed 2007-03-01. No term could be quoted from them with the required precision.

Plan features

2T default investment (QDIA) · 3H controlled-group sponsor · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250926135746NAL0011898227001, received 2025-09-26

Full record, CDW Coworkers' Profit Sharing Plan

FieldValueSource
Plan sponsorCDW LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250926135746NAL0011898227001, received 2025-09-26
Plan nameCDW COWORKERS' PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250926135746NAL0011898227001, received 2025-09-26
Sponsor EIN / plan number36-3310735 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250926135746NAL0011898227001, received 2025-09-26
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250926135746NAL0011898227001, received 2025-09-26
Sponsor locationVERNON HILLS, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250926135746NAL0011898227001, received 2025-09-26
Industry (business code)454110, Retail tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250926135746NAL0011898227001, received 2025-09-26
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250926135746NAL0011898227001, received 2025-09-26
Filing received2025-09-26Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250926135746NAL0011898227001, received 2025-09-26
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250926135746NAL0011898227001, received 2025-09-26
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250926135746NAL0011898227001, received 2025-09-26
Participants, beginning of year14,722Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250926135746NAL0011898227001, received 2025-09-26
Active participants11,353Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250926135746NAL0011898227001, received 2025-09-26
Participants, end of year13,857Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250926135746NAL0011898227001, received 2025-09-26
Participants with an account balance13,206Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250926135746NAL0011898227001, received 2025-09-26
Total assets, beginning of year$1,960,431,869Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250926135746NAL0011898227001, received 2025-09-26
Total assets, end of year$2,283,475,377Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250926135746NAL0011898227001, received 2025-09-26
Net assets, end of year$2,283,475,311Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250926135746NAL0011898227001, received 2025-09-26
Total income$487,038,853Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250926135746NAL0011898227001, received 2025-09-26
Net income$323,043,573Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250926135746NAL0011898227001, received 2025-09-26
Employer contributions$22,497,383Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250926135746NAL0011898227001, received 2025-09-26
Participant contributions$129,141,426Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250926135746NAL0011898227001, received 2025-09-26
Other contributions (incl. rollovers)$13,604,871Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250926135746NAL0011898227001, received 2025-09-26
Total contributions$165,243,680Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250926135746NAL0011898227001, received 2025-09-26
Benefit payments$163,217,749Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250926135746NAL0011898227001, received 2025-09-26
Total expenses (incl. benefit payments)$163,995,280Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250926135746NAL0011898227001, received 2025-09-26
Total administrative expenses$716,035Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250926135746NAL0011898227001, received 2025-09-26
Contract administrator fees$10,800Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250926135746NAL0011898227001, received 2025-09-26
Recordkeeping fees$566,698Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250926135746NAL0011898227001, received 2025-09-26
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250926135746NAL0011898227001, received 2025-09-26
Investment advisory and management fees$138,537Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250926135746NAL0011898227001, received 2025-09-26
Administrative expenses excluding investment management$577,498derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250926135746NAL0011898227001, received 2025-09-26
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250926135746NAL0011898227001, received 2025-09-26
Held in common/collective trusts$1,944,795,455Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250926135746NAL0011898227001, received 2025-09-26
Held in mutual funds$206,222,992Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250926135746NAL0011898227001, received 2025-09-26
Independent auditorERNST & YOUNG LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250926135746NAL0011898227001, received 2025-09-26

Position = column in the DOL layout for form year 2024. Filing 20250926135746NAL0011898227001, received 2025-09-26.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees $587,017yes
MERCER INVESTMETNS LLCINVESTMENT ADVISOR 27 Investment advisory (plan) $138,537no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250926135746NAL0011898227001, received 2025-09-26.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,960,431,869$2,283,475,37716.5%
Participants with a balance14,00713,206-5.7%
Administrative expenses$561,123$716,03527.6%
Recordkeeping fees per participant$35.87$42.9119.6%
Employer contributions$19,199,052$22,497,38317.2%

Prior filing 20241004135513NAL0011493297001, received 2024-10-04; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: CDW LLC; SEC registrant: CDW CORP (CIK 899171, matched by EIN).