Plan Snapshot
- Plan Sponsor: C B S Boring & Machine Co., INC.
- Sponsor EIN: 381850421
- Sponsor Address: 33750 RIVIERA DRIVE, FRASER, MI, 48026
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $12.2M
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 | 116 | $12.2M | $152,151 | $498,312 |
| 2023 | 130 | $11.2M | $161,827 | $510,507 |
| 2022 | 127 | $10.2M | $139,595 | $446,858 |
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 |
|---|---|---|---|---|
| LOTITO & LAZZARA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOTITO & LAZZARA, PC — 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 | $2,430 | — | $2,430 | — | — |
| 2023 | $3,764 | — | $3,764 | — | — |
| 2022 | $60 | — | $60 | — | — |