Plan Ledger DOL Form 5500 · updated monthly

C&B Operations, LLC401(k)

C&B OPERATIONS, LLC RETIREMENT SAVINGS PLAN · GETTYSBURG, SD · plan year 2023

Reported admin expense ratio · 2023
0.38%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

C&B Operations, LLC reported $239,229 in plan administrative expenses for 2023: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,053 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.36% to 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other retail trade employers. By assets it is the 23rd-largest of 233 plans among South Dakota employers on file, and the 479th of 5,215 in retail trade. In 2023, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,244,371
Participants with balances1,541
Active participants1,390
Employer contributions$4,243,371
Employee contributions$8,935,494
Employer contribution per active participant$3,053
Average account balance$48,179
Benefits paid to participants$6,167,423
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.9M · 1,142 accts · $4.7M emplr
2023$74.2M · 1,541 accts · $4.2M emplr
2022$51.7M · 1,189 accts · $2.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$239,229
Total administrative$239,229
The C&B Operations, LLC 401(k) match · 2023
Employer contribution per active participant$3,053
Median for plans this size$3,659
2024$4,772 per active participant
2023$3,053 per active participant
2022$1,493 per active participant

C&B Operations, LLC's 2023 employer contribution ran below the $3,659 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$239,229
PRINCIPAL SECURITIES INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$297,187 · 0.42%
2023$239,229 · 0.38%
2022$185,018 · 0.36%
Same employer
Similar plansRetail Trade · South Dakota
Redners Markets, Inc. PA$74.8M · 0.12%
Warby Parker Inc. NY$74.6M · 0.26%
B&R Stores, Inc. NE$74.6M · 0.23%
Gabrielli Truck Sales, LTD NY$74.3M · 0.08%
Complete Office, LLC WI$73.9M · 0.02%
Dkk Holding Co., LTD TX$73.7M · 0.31%
Miner's Inc. MN$73.1M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 411992021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.