Plan Ledger DOL Form 5500 · updated monthly

Cbc Group, Inc.401(k)

CBC GROUP, INC. RETIREMENT SAVINGS PLAN · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Cbc Group, Inc. reported $48,709 in plan administrative expenses for 2023: 0.55% of average plan assets, above the peer median. Employer contributions averaged $882 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 3 years on file its reported administrative ratio has held roughly steady near 0.577%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is the 600th-largest of 1,285 plans among Arizona employers on file, and 2,673rd of 5,215 in retail trade. In 2023, employees put in $4.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,742,393
Participants with balances290
Active participants158
Employer contributions$139,320
Employee contributions$624,556
Employer contribution per active participant$882
Average account balance$33,594
Benefits paid to participants$169,286
Plan auditUnmodified (clean) audit opinion
AuditorWALLACE PLESE & DREHER
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 281 accts · $133K emplr
2023$9.7M · 290 accts · $139K emplr
2022$7.8M · 264 accts · $126K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,946
Investment management$23,763
Total administrative$48,709
The Cbc Group, Inc. 401(k) match · 2023
Employer contribution per active participant$882
Median for plans this size$1,308
2024$953 per active participant
2023$882 per active participant
2022$832 per active participant

Cbc Group, Inc.'s 2023 employer contribution ran below the $1,308 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
LPL FINANCIAL · Investment advisory (plan)$21,125
EMPOWER ADVISORY GROUP, LLC · Investment management$2,638

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$55,405 · 0.58%
2023$48,709 · 0.55%
2022$48,061 · 0.58%
Same employer
Similar plansRetail Trade · Arizona
Macpie, LLC AZ$9.6M · 0.68%
Rowe Enterprises, Inc. AZ$9.6M · 0.35%
Watson Chevrolet, Inc. AZ$9.6M · 0.09%
Lawley Motors, LLC AZ$8.5M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860203309 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.