Plan Snapshot
- Plan Sponsor: Cbc Companies, INC.
- Sponsor EIN: 310727305
- Sponsor Address: 1651 NW PROFESSIONAL PLAZA, COLUMBUS, OH, 43220
- Plan Type: 401(k)
- Total Participants: 632
- Total Assets: $169.0M
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 | 632 | $169.0M | $5.0M | $5.6M |
| 2023 | 678 | $163.9M | $4.9M | $5.7M |
| 2022 | 803 | $139.8M | $3.9M | $6.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $85,812 | — | $85,812 |
| HIGHLAND CONSULTING ASSOCIATES | NONE | $37,047 | — | $37,047 |
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- GBQ PARTNERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,859
- Estimated Expense Ratio: 0.073% of plan assets
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 | $122,859 | $44,798 | — | — | — |
| 2023 | $114,870 | $43,288 | — | — | — |
| 2022 | $70,340 | $34,346 | — | — | — |