Plan Ledger DOL Form 5500 · updated monthly

Cbr Management Services, Inc.401(k)

CBR MANAGEMENT SERVICES, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

Cbr Management Services, Inc. reported $153,292 in plan administrative expenses for 2022: 0.32% of average plan assets, above the peer median. Employer contributions averaged $972 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 229th-largest of 1,285 plans among Arizona employers on file, and the 364th of 2,534 in administrative & support services. In 2022, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,106,575
Participants with balances1,065
Active participants2,396
Employer contributions$2,327,950
Employee contributions$5,857,602
Employer contribution per active participant$972
Average account balance$37,659
Benefits paid to participants$4,865,640
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$153,292
Total administrative$153,292
The Cbr Management Services, Inc. 401(k) match · 2022
Employer contribution per active participant$972
Median for plans this size$2,266

Cbr Management Services, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$153,292 · 0.32%
Same employer
Similar plansAdministrative & Support Services · Arizona
Republic Services, Inc. AZ$2.7B · 0.12%
The Alliance Group AZ$42.8M · 0.93%
Vixxo Corporation AZ$33.8M · 0.38%
Arrivia, Inc. AZ$29.9M · 1.11%
Mhh Holdings III, LLC AZ$20.8M · 1.01%
Infusion Software, Inc. AZ$19.2M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860820414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.