Plan Ledger DOL Form 5500 · updated monthly

Cbt Nuggets, LLC401(k)

CBT NUGGETS 401(K) PLAN · EUGENE, OR · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Cbt Nuggets, LLC reported $48,713 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $5,446 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 3 years on file its reported administrative ratio has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 420th-largest of 1,021 plans among Oregon employers on file, and 1,790th of 3,091 in educational services. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,532,211
Participants with balances146
Active participants77
Employer contributions$419,319
Employee contributions$812,391
Employer contribution per active participant$5,446
Average account balance$106,385
Benefits paid to participants$1,199,592
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 146 accts · $419K emplr
2023$13.4M · 155 accts · $433K emplr
2022$10.9M · 156 accts · $393K emplr
Administrative expenses, itemized · 2024
Investment management$48,713
Total administrative$48,713
The Cbt Nuggets, LLC 401(k) match · 2024
Employer contribution per active participant$5,446
Median for plans this size$2,416
2024$5,446 per active participant
2023$5,279 per active participant
2022$4,619 per active participant

Cbt Nuggets, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$48,713

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$48,713 · 0.34%
2023$40,477 · 0.33%
2022$41,902 · 0.35%
Similar plansEducational Services · Oregon
Corban University OR$15.1M · 0.46%
Head Start of Lane County OR$12.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204728860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.