Plan Ledger DOL Form 5500 · updated monthly

Onecbi, LLC dba Cbi401(k)

CBI 401(K) RETIREMENT PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Onecbi, LLC dba Cbi reported $65,120 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $2,836 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 0.73% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,197th of 2,005), and 8,411th of 11,654 in professional & technical services. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,709,202
Participants with balances124
Active participants135
Employer contributions$382,889
Employee contributions$771,843
Employer contribution per active participant$2,836
Average account balance$70,236
Benefits paid to participants$1,097,167
Plan auditUnmodified (clean) audit opinion
AuditorGREER WALKER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 124 accts · $383K emplr
2023$7.7M · 125 accts · $525K emplr
2022$6.1M · 121 accts · $340K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,392
Investment management$45,728
Total administrative$65,120
The Onecbi, LLC dba Cbi 401(k) match · 2024
Employer contribution per active participant$2,836
Median for plans this size$1,313
2024$2,836 per active participant
2023$4,103 per active participant
2022$2,431 per active participant

Onecbi, LLC dba Cbi's 2024 employer contribution ran above the $1,313 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$19,392
RAYMOND JAMES FINANCIAL SERVICES AD · Consulting · Insurance services$45,728

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$65,120 · 0.79%
2023$52,815 · 0.76%
2022$47,459 · 0.73%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Bridgetower Opco LLC NC$9.1M · 0.98%
Netsertive, Inc. NC$9.1M · 0.45%
Mycomputercareer, Inc NC$8.8M · 0.85%
Servicetrade, Inc. NC$8.6M · 0.07%
Well Dot Inc. NC$8.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470966094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.