Plan Ledger DOL Form 5500 · updated monthly

Cbx World Wide LLC401(k)

CBX WORLD WIDE LLC 401(K) PROFIT SHARING PLAN & TRUST · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.45%

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

Cbx World Wide LLC reported $42,943 in plan administrative expenses for 2023: 0.45% of average plan assets, below the peer median. Employer contributions averaged $824 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 0.41% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,587th of 5,648), and 7,953rd of 11,654 in professional & technical services. In 2023, employees put in $10.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,170,529
Participants with balances98
Active participants69
Employer contributions$56,822
Employee contributions$590,387
Employer contribution per active participant$824
Average account balance$103,781
Benefits paid to participants$823,503
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$10.2M · 98 accts · $57K emplr
2022$8.7M · 103 accts · $64K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,562
Investment management$30,521
Trustee / custodial$860
Total administrative$42,943
The Cbx World Wide LLC 401(k) match · 2023
Employer contribution per active participant$824
Median for plans this size$1,308
2023$824 per active participant
2022$1,315 per active participant

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

Service providers · 20233
LEVELIZED COMPENSATION ADVISOR · Contract administrator · Investment advisory (plan)$23,611
PAYCHEX, INC. · Contract administrator · Investment advisory (plan)$11,575
ERISA FIDUCIARY SERVICES, INC. · Contract administrator · Investment advisory (plan)$6,910

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

Administrative cost history2
2023$42,943 · 0.45%
2022$41,353 · 0.41%
Similar plansProfessional & Technical Services · New York
Global-E US Inc. NY$10.3M · 0.06%
M Moser Associates, LLC NY$10.2M · 0.60%
Jahnel Group, Inc. NY$10.2M · 0.46%
First Consulting, Inc. NY$10.1M · 0.14%
Coenterprise, LLC NY$9.9M · 0.45%
Brightfarms, Inc. NY$9.9M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311826877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.