Cbj Associates Inc401(k)
CBJ ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST · IRVINE, CA · plan year 2023
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Cbj Associates Inc reported $37,595 in plan administrative expenses for 2023: 0.43% of average plan assets, below the peer median. 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 2 years on file its reported administrative ratio rose from 0.37% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,667th of 9,483), and 1,722nd of 3,341 in other services. active participation has grown from 88 to 98 since 2022.
Cbj Associates Inc'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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Cbj Associates Inc 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).
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Source: U.S. Department of Labor, Form 5500 series, EIN 521563084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.