Plan Snapshot
- Plan Sponsor: Cbc Group, INC.
- Sponsor EIN: 860203309
- Sponsor Address: 5226 S 31ST PLACE, PHOENIX, AZ, 85040
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $9.4M
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 | 140 | $9.4M | $133,470 | $617,487 |
| 2023 | 158 | $9.7M | $139,320 | $624,556 |
| 2022 | 151 | $7.8M | $125,638 | $589,454 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $29,241 | — | $29,241 |
| LPL FINANCIAL | INVESTMENT ADVISOR | $15,769 | — | $15,769 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $7,397 | — | $7,397 |
| WALLACE PLESE & DREHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- WALLACE PLESE & DREHER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,407
- Estimated Expense Ratio: 0.555% 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 | $55,405 | $26,164 | — | — | — |
| 2023 | $48,709 | $23,763 | — | — | — |
| 2022 | $48,061 | $22,064 | $25,997 | — | — |