Plan Ledger DOL Form 5500 · updated monthly

The Cbm Group, Inc401(k)

THE CBM GROUP, INC. 401(K) PLAN · AUBURN, CA · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

The Cbm Group, Inc reported $1,450 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $89 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (8,886th of 9,483), and 1,987th of 2,096 in real estate & leasing. In 2022, employees put in $14.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$879,174
Participants with balances59
Active participants101
Employer contributions$9,013
Employee contributions$130,736
Employer contribution per active participant$89
Average account balance$14,901
Benefits paid to participants$104,018
Plan auditUnmodified (clean) audit opinion
AuditorPROPP CHRISTIANSEN CANIGLIA
The The Cbm Group, Inc 401(k) match · 2022
Employer contribution per active participant$89
Median for plans this size$331

The Cbm Group, Inc's 2022 employer contribution ran below the $331 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$1,450 · 0.15%
Similar plansReal Estate & Leasing · California
Investment Concepts, Inc. CA$1.1M · 0.44%
Simply Solar CA$936K · 0.30%
Landmark Realty, LLC CA$783K · 1.69%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942871872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.