Plan Ledger DOL Form 5500 · updated monthly

Cbe Companies, Inc.401(k)

CBE COMPANIES 401(K) RETIREMENT PLAN · CEDAR FALLS, IA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Cbe Companies, Inc. reported $78,616 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $653 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 fell from 0.60% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Iowa (466th of 878), and the 734th of 2,534 in administrative & support services. In 2024, employees put in $3.54 for every $1.00 the employer contributed; active participation has shrunk from 1,063 to 542 since 2022.

Plan summary
Net assets, end of year$16,005,391
Participants with balances376
Active participants542
Employer contributions$353,844
Employee contributions$1,253,950
Employer contribution per active participant$653
Average account balance$42,568
Benefits paid to participants$721,574
Plan auditUnmodified (clean) audit opinion
AuditorHOGAN-HANSEN PC
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 376 accts · $354K emplr
2023$13.4M · 425 accts · $319K emplr
2022$10.9M · 448 accts · $340K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,474
Investment management$27,848
Total administrative$78,616
The Cbe Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$653
Median for plans this size$2,416
2024$653 per active participant
2023$484 per active participant
2022$319 per active participant

Cbe Companies, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
CHOREO LLC · Investment advisory (plan)$20,000
QUALIFIED PLAN CONSULTANTS LLC · Contract administrator$19,851
EMPOWER ADVISORY ASSETS GROUP LLC · Investment management$7,848

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$78,616 · 0.53%
2023$74,285 · 0.61%
2022$70,576 · 0.60%
Same employer
Similar plansAdministrative & Support Services · Iowa
Connectify HR LLC IA$84.4M · 0.59%
Abbe, Inc IA$16.9M · 0.53%
Limolink, Inc. IA$10.3M · 0.73%
Mail Services, LLC IA$8.2M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462116941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.