Plan Snapshot
- Plan Sponsor: C.B. Management Co., INC.
- Sponsor EIN: 431139874
- Sponsor Address: 605 N SHERMAN PKWY, SPRINGFIELD, MO, 65802
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 142 | $20.1M | $401,352 | $773,531 |
| 2023 | 121 | $19.7M | $369,055 | $744,869 |
| 2022 | 111 | $22.7M | $368,732 | $767,731 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE WHITLOCK COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WHITLOCK COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,543 | — | — | — | — |
| 2023 | $36,613 | — | — | — | — |
| 2022 | $41,938 | — | — | — | — |