Plan Snapshot
- Plan Sponsor: C.B. Manufacturing & Sales Co., INC.
- Sponsor EIN: 341015250
- Sponsor Address: 4455 INFIRMARY ROAD, MIAMISBURG, OH, 45322
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 101 | $9.2M | $106,024 | $426,966 |
| 2023 | 102 | $7.9M | $84,903 | $388,760 |
| 2022 | 84 | $5.7M | $105,084 | $392,098 |
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 |
|---|---|---|---|---|
| BARNES, DENNING & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNING & CO., LTD — 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 | $11,391 | — | — | — | — |
| 2023 | $9,003 | — | — | — | — |
| 2022 | $25,809 | — | $25,809 | — | — |