Plan Ledger DOL Form 5500 · updated monthly

Cbc Companies, Inc.401(k)

CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Cbc Companies, Inc. reported $122,859 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $7,911 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 0.05% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 249th-largest of 3,295 plans among Ohio employers on file, and the 111th of 2,534 in administrative & support services. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has shrunk from 803 to 632 since 2022.

Plan summary
Net assets, end of year$169,024,438
Participants with balances1,010
Active participants632
Employer contributions$5,000,000
Employee contributions$5,640,869
Employer contribution per active participant$7,911
Average account balance$167,351
Benefits paid to participants$26,419,430
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$169.0M · 1,010 accts · $5.0M emplr
2023$163.9M · 1,117 accts · $4.9M emplr
2022$139.8M · 1,253 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,061
Investment management$44,798
Total administrative$122,859
The Cbc Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$7,911
Median for plans this size$3,635
2024$7,911 per active participant
2023$7,227 per active participant
2022$4,912 per active participant

Cbc Companies, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$85,812
HIGHLAND CONSULTING ASSOCIATES · Investment management$37,047

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$122,859 · 0.07%
2023$114,870 · 0.08%
2022$70,340 · 0.05%
Same employer
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Fluor-Bwxt Portsmouth LLC OH$277.8M · 0.19%
Rteam Management, Inc. OH$250.8M · 0.00%
Staffmark Group, LLC OH$149.1M · 0.25%
Health Carousel LLC OH$80.0M · 0.37%
Ironroad, Inc. OH$61.5M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310727305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.