Plan Snapshot
- Plan Sponsor: C & B Marine, LLC
- Sponsor EIN: 275200762
- Sponsor Address: 50 E RIVERCENTER BLVD STE 1180, COVINGTON, KY, 410111682
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 205 | $8.5M | $353,224 | $601,771 |
| 2023 | 187 | $7.1M | $286,865 | $487,865 |
| 2022 | 175 | $5.7M | $326,812 | $494,819 |
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, DENNIG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES, DENNIG & CO. — 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 | $69,137 | $53,743 | — | — | — |
| 2023 | $61,738 | $42,877 | — | — | — |
| 2022 | $55,517 | $40,320 | $15,197 | — | — |