Plan Ledger DOL Form 5500 · updated monthly

Cbl & Associates Management, Inc.401(k)

CBL & ASSOCIATES MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Cbl & Associates Management, Inc. reported $146,187 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $2,115 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 0.25% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 204th-largest of 1,496 plans among Tennessee employers on file, and the 163rd of 2,096 in real estate & leasing. In 2024, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,533,919
Participants with balances553
Active participants450
Employer contributions$951,649
Employee contributions$3,294,895
Employer contribution per active participant$2,115
Average account balance$143,823
Benefits paid to participants$10,549,212
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.5M · 553 accts · $952K emplr
2023$75.8M · 558 accts · $919K emplr
2022$66.9M · 557 accts · $874K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,450
Investment management$91,237
Total administrative$146,187
The Cbl & Associates Management, Inc. 401(k) match · 2024
Employer contribution per active participant$2,115
Median for plans this size$3,635
2024$2,115 per active participant
2023$2,042 per active participant
2022$1,896 per active participant

Cbl & Associates Management, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$39,450
MORGAN STANLEY GLOBAL BANKING · Consulting$91,237
MAULDIN & JENKINS, LLC · Accounting / audit$15,500
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$146,187 · 0.19%
2023$202,494 · 0.28%
2022$185,002 · 0.25%
Same employer
Similar plansReal Estate & Leasing · Tennessee
Boyle Investment Company TN$82.2M · 0.27%
Fogelman Properties TN$23.0M · 0.66%
Realty Trust Group, LLC TN$20.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621542279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.