Plan Snapshot
- Plan Sponsor: Cbigg Management LLC
- Sponsor EIN: 475314581
- Sponsor Address: 4400 PALM ROYALE BOULEVARD, SUGAR LAND, TX, 77479
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 356 | $2.5M | $0 | $683,890 |
| 2022 | 370 | $1.9M | $0 | $626,293 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $81,952 | — | $81,952 |
| EDWARD D JONES & COMPANY | INVESTMENT ADVISORY | $22,628 | — | $22,628 |
| LAPORTE, APAC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- LAPORTE, APAC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,580
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 | $27,880 | $4,472 | $9,433 | — | — |
| 2023 | $56,445 | — | $56,445 | — | — |
| 2022 | $35,716 | — | $35,716 | — | — |