# Cbc Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cbc-group-inc-401k-plan

> Cbc Group, INC.'s 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [WALLACE PLESE & DREHER](https://planprovider.pro/provider/wallace-plese-dreher-llp) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cbc-group-inc-401k-plan)

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