Plan Snapshot
- Plan Sponsor: Cba Transition Holdings LLC Dba Cbath
- Sponsor EIN: 862679611
- Sponsor Address: 18010 BLUE RIDGE SHORES DRIVE, CYPRESS, TX, 77433
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 170 | $1.2M | $302,406 | $401,049 |
| 2023 | 151 | $710,755 | $263,411 | $344,025 |
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 |
|---|---|---|---|---|
| EEPB | Auditor | — | — | $0 |
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 | $32,324 | — | $32,324 | — | — |
| 2023 | $9,274 | — | $9,274 | — | — |