Plan Ledger DOL Form 5500 · updated monthly

Cba Transition Holdings LLC dba Cbath401(k)

CBA TRANSITION HOLDINGS LLC 401(K) PLAN · CYPRESS, TX · plan year 2024

Reported admin expense ratio · 2024
3.45%

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

Cba Transition Holdings LLC dba Cbath reported $32,324 in plan administrative expenses for 2024: 3.45% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,779 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 1 year on file its reported administrative ratio rose from 1.30% to 3.45%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (5,224th of 5,688), and 11,191st of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,161,777
Participants with balances233
Active participants170
Employer contributions$302,406
Employee contributions$401,049
Employer contribution per active participant$1,779
Average account balance$4,986
Benefits paid to participants$457,807
Plan auditUnmodified (clean) audit opinion
AuditorEEPB
Plan history2
Yearassets · accounts · employer contribution
2024$1.2M · 233 accts · $302K emplr
2023$711K · 193 accts · $263K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,324
Total administrative$32,324
The Cba Transition Holdings LLC dba Cbath 401(k) match · 2024
Employer contribution per active participant$1,779
Median for plans this size$540
2024$1,779 per active participant
2023$1,744 per active participant

Cba Transition Holdings LLC dba Cbath's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$3,108
THE RETIREMENT ADVANTAGE INC · Recordkeeping · Loan processing$1,875
HILLTOP SECURITIES INC · Investment advisory (plan)$532
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$121

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

Recordkeeper by year2
2024THE RETIREMENT ADVANTAGE INC, Transamerica
2023THE RETIREMENT ADVANTAGE INC

This plan has changed recordkeepers within these filings. If you left Cba Transition Holdings LLC dba Cbath before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$32,324 · 3.45%
2023$9,274 · 1.30%
Similar plansProfessional & Technical Services · Texas
Scs Technologies, LLC TX$1.2M · 0.11%
Bethesda Health Clinic TX$1.2M · 2.82%
Arias & Associates, Inc. TX$1.2M · 0.91%
Msb Consulting Group LLC TX$1.1M · 0.01%
Utility Concierge LLC TX$1.1M · 1.41%
Emancipet, Inc. TX$1.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 862679611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.