Plan Ledger DOL Form 5500 · updated monthly

Cbigg Management LLC401(k)

CBIGG MANAGEMENT LLC 401(K) PLAN · SUGAR LAND, TX · plan year 2023

Reported admin expense ratio · 2023
2.60%

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

Cbigg Management LLC reported $56,445 in plan administrative expenses for 2023: 2.60% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 1.96% to 2.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (4,756th of 5,688), and 1,115th of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$2,463,845
Participants with balances322
Active participants356
Employer contributions$0
Employee contributions$683,890
Employer contribution per active participant$0
Average account balance$7,652
Benefits paid to participants$382,781
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$2.5M · 322 accts
2022$1.9M · 426 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$56,445
Total administrative$56,445
The Cbigg Management LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Cbigg Management LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$40,976
EDWARD D JONES & COMPANY · Investment advisory (participants)$11,314

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

Administrative cost history3
2024Not separately reported
2023$56,445 · 2.60%
2022$35,716 · 1.96%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Dallas Athletic Club TX$2.9M · 0.31%
Witte Museum TX$2.6M · 0.86%
Champions Golf Club Inc TX$2.2M · 0.01%
Tf Fitness Opco LLC TX$1.2M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475314581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.